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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 | $102,627 | $49,896+105.7% | $80,627+27.3% | $75,173+36.5% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.7pp | 67.2%+26.5pp |
| Annual return | 21.25% | 34.67%-13.4pp | 936.76%-915.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $5,824 | $1,699+242.9% | $2,723+113.9% | $2,671+118.1% |
| Participant deferral / active EE | $14,419 | $2,992+382.0% | $4,443+224.5% | $4,126+249.4% |
| Admin fee / account holder | $11,879 | $3,578+232.0% | $5,381+120.8% | $5,651+110.2% |