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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 | $166,339 | $58,258+185.5% | $81,820+103.3% | $80,925+105.5% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.4%+24.9pp | 67.7%+29.6pp |
| Annual return | 11.61% | 41.76%-30.2pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $4,266 | $2,345+81.9% | $2,915+46.3% | $2,756+54.8% |
| Participant deferral / active EE | $10,483 | $3,284+219.3% | $4,323+142.5% | $4,299+143.9% |
| Admin fee / account holder | $19,638 | $4,976+294.6% | $7,391+165.7% | $6,940+183.0% |