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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 | $162,033 | $58,391+177.5% | $76,657+111.4% | $72,975+122.0% |
| Participation rate | 96.0% | 67.4%+28.6pp | 72.1%+23.9pp | 69.5%+26.5pp |
| Annual return | 20.79% | 2306.65%-2285.9pp | 1166.74%-1145.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $6,276 | $1,787+251.2% | $2,303+172.6% | $2,440+157.2% |
| Participant deferral / active EE | $4,736 | $2,690+76.0% | $3,335+42.0% | $3,608+31.3% |
| Admin fee / account holder | $6,896 | $4,014+71.8% | $6,423+7.4% | $5,124+34.6% |