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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 | $173,625 | $60,128+188.8% | $90,440+92.0% | $79,852+117.4% |
| Participation rate | 93.5% | 65.0%+28.5pp | 72.7%+20.8pp | 69.6%+23.9pp |
| Annual return | 13.45% | 71.95%-58.5pp | 1294.38%-1280.9pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,715 | $2,068+79.6% | $3,263+13.8% | $2,471+50.3% |
| Participant deferral / active EE | $5,558 | $2,939+89.1% | $3,964+40.2% | $3,740+48.6% |
| Admin fee / account holder | $7,595 | $3,977+91.0% | $5,615+35.3% | $5,306+43.1% |