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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 | $173,912 | $63,342+174.6% | $92,235+88.6% | $70,131+148.0% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 14.34% | 530.15%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,717 | $2,471+131.3% | $3,679+55.4% | $2,342+144.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,573 | $3,840+175.3% | $5,194+103.6% | $4,645+127.6% |