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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 | $140,368 | $48,327+190.5% | $67,575+107.7% | $80,935+73.4% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.7%+30.8pp |
| Annual return | 51.17% | 18.31%+32.9pp | 3528.98%-3477.8pp | 35.66%+15.5pp |
| Employer contribution / active EE | $4,102 | $2,022+102.8% | $2,736+49.9% | $2,757+48.8% |
| Participant deferral / active EE | $4,717 | $2,927+61.2% | $4,003+17.8% | $4,299+9.7% |
| Admin fee / account holder | $28,821 | $3,692+680.6% | $3,993+621.8% | $6,924+316.2% |