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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 | $176,427 | $60,139+193.4% | $90,461+95.0% | $79,856+120.9% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 16.35% | 71.96%-55.6pp | 1294.76%-1278.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,823 | $2,069+229.8% | $3,264+109.0% | $2,471+176.1% |
| Participant deferral / active EE | $12,308 | $2,939+318.8% | $3,964+210.5% | $3,741+229.0% |
| Admin fee / account holder | $13,156 | $3,978+230.7% | $5,617+134.2% | $5,306+147.9% |