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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,168 | $60,128+118.1% | $90,440+45.0% | $79,852+64.3% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 15.47% | 71.95%-56.5pp | 1294.38%-1278.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $5,820 | $2,068+181.4% | $3,263+78.4% | $2,471+135.5% |
| Participant deferral / active EE | $5,930 | $2,939+101.8% | $3,964+49.6% | $3,740+58.5% |
| Admin fee / account holder | $14,093 | $3,977+254.3% | $5,615+151.0% | $5,306+165.6% |