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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 | $168,347 | $65,440+157.3% | $98,506+70.9% | $85,851+96.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.42% | 21.75%-8.3pp | 1494.92%-1481.5pp | 318.63%-305.2pp |
| Employer contribution / active EE | $7,446 | $2,169+243.3% | $2,961+151.4% | $2,565+190.2% |
| Participant deferral / active EE | $3,854 | $3,168+21.7% | $4,277-9.9% | $3,952-2.5% |
| Admin fee / account holder | $17,747 | $4,596+286.2% | $5,955+198.0% | $6,261+183.5% |