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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 | $102,393+57.9% | $147,041+10.0% | $80,911+99.8% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.2pp | 67.6%+30.8pp |
| Annual return | 16.87% | 134.95%-118.1pp | 419.21%-402.3pp | 35.63%-18.8pp |
| Employer contribution / active EE | $10,252 | $3,715+175.9% | $4,935+107.7% | $2,756+272.0% |
| Participant deferral / active EE | $5,051 | $6,647-24.0% | $8,071-37.4% | $4,297+17.5% |
| Admin fee / account holder | $52,473 | $7,943+560.6% | $13,006+303.4% | $6,935+656.7% |