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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 | $143,782 | $100,041+43.7% | $149,718-4.0% | $70,131+105.0% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 18.38% | 27.43%-9.0pp | 1501.70%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $19,077 | $3,662+421.0% | $5,444+250.4% | $2,342+714.4% |
| Participant deferral / active EE | $16,787 | $4,983+236.9% | $6,568+155.6% | $3,332+403.9% |
| Admin fee / account holder | $37,324 | $8,286+350.4% | $11,283+230.8% | $4,645+703.4% |