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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 | $163,914 | $57,330+185.9% | $86,656+89.2% | $75,177+118.0% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 17.59% | 2675.40%-2657.8pp | 593.09%-575.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $7,846 | $2,316+238.7% | $3,025+159.3% | $2,671+193.8% |
| Participant deferral / active EE | $14,578 | $3,320+339.1% | $4,439+228.4% | $4,126+253.3% |
| Admin fee / account holder | $40,457 | $4,115+883.2% | $5,619+620.0% | $5,651+615.9% |