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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 | $167,094 | $65,434+155.4% | $98,483+69.7% | $85,847+94.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 15.49% | 21.75%-6.3pp | 1494.38%-1478.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $11,295 | $2,169+420.8% | $2,961+281.5% | $2,565+340.3% |
| Participant deferral / active EE | $11,925 | $3,168+276.5% | $4,276+178.9% | $3,952+201.7% |
| Admin fee / account holder | $20,103 | $4,595+337.5% | $5,953+237.7% | $6,261+221.1% |