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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 | $113,097 | $68,394+65.4% | $94,672+19.5% | $75,177+50.4% |
| Participation rate | 96.0% | 76.1%+19.9pp | 80.8%+15.2pp | 67.2%+28.8pp |
| Annual return | 19.33% | 616.92%-597.6pp | 156.89%-137.6pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,620 | $2,701-3.0% | $3,673-28.7% | $2,671-1.9% |
| Participant deferral / active EE | $8,228 | $6,536+25.9% | $7,417+10.9% | $4,126+99.4% |
| Admin fee / account holder | $20,490 | $5,326+284.7% | $7,222+183.7% | $5,651+262.6% |