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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 | $178,201 | $58,391+205.2% | $76,667+132.4% | $72,976+144.2% |
| Participation rate | 93.3% | 67.4%+26.0pp | 72.1%+21.2pp | 69.5%+23.8pp |
| Annual return | 16.07% | 2306.65%-2290.6pp | 1166.74%-1150.7pp | 81.02%-64.9pp |
| Employer contribution / active EE | $4,050 | $1,787+126.7% | $2,303+75.9% | $2,440+66.0% |
| Participant deferral / active EE | $5,230 | $2,690+94.4% | $3,336+56.8% | $3,608+45.0% |
| Admin fee / account holder | $9,154 | $4,014+128.0% | $6,423+42.5% | $5,124+78.6% |