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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 | $124,757 | $63,346+96.9% | $92,240+35.3% | $70,126+77.9% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 15.75% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $7,641 | $2,471+209.2% | $3,680+107.7% | $2,343+226.2% |
| Participant deferral / active EE | $9,931 | $2,854+248.0% | $3,897+154.8% | $3,332+198.1% |
| Admin fee / account holder | $18,632 | $3,841+385.1% | $5,194+258.7% | $4,645+301.1% |