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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 | $161,694 | $102,422+57.9% | $147,117+9.9% | $80,959+99.7% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 16.87% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $10,252 | $3,717+175.8% | $4,932+107.8% | $2,757+271.8% |
| Participant deferral / active EE | $5,051 | $6,652-24.1% | $8,065-37.4% | $4,300+17.5% |
| Admin fee / account holder | $52,473 | $7,953+559.8% | $12,993+303.9% | $6,925+657.7% |