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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 | $150,742 | $53,127+183.7% | $86,587+74.1% | $70,131+114.9% |
| Participation rate | 85.3% | 65.3%+20.0pp | 73.5%+11.7pp | 69.5%+15.8pp |
| Annual return | 17.77% | 27.66%-9.9pp | 964.86%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $5,952 | $2,068+187.8% | $2,839+109.6% | $2,342+154.1% |
| Participant deferral / active EE | $11,783 | $2,696+337.1% | $3,609+226.5% | $3,332+253.7% |
| Admin fee / account holder | $12,218 | $3,585+240.8% | $4,906+149.1% | $4,645+163.0% |