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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 | $130,360 | $63,346+105.8% | $92,240+41.3% | $70,126+85.9% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 13.14% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $6,106 | $2,471+147.1% | $3,680+65.9% | $2,343+160.7% |
| Participant deferral / active EE | $1,851 | $2,854-35.1% | $3,897-52.5% | $3,332-44.4% |
| Admin fee / account holder | $29,483 | $3,841+667.7% | $5,194+467.6% | $4,645+534.7% |