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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 | $185,230 | $102,393+80.9% | $147,041+26.0% | $80,911+128.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.87% | 134.95%-117.1pp | 419.21%-401.3pp | 35.63%-17.8pp |
| Employer contribution / active EE | $17,328 | $3,715+366.4% | $4,935+251.1% | $2,756+528.8% |
| Participant deferral / active EE | $18,359 | $6,647+176.2% | $8,071+127.5% | $4,297+327.2% |
| Admin fee / account holder | $347 | $7,943-95.6% | $13,006-97.3% | $6,935-95.0% |