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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 | $115,953 | $53,128+118.3% | $86,582+33.9% | $70,126+65.3% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 17.62% | 27.66%-10.0pp | 965.08%-947.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $8,434 | $2,068+307.8% | $2,839+197.0% | $2,343+260.0% |
| Participant deferral / active EE | $7,946 | $2,695+194.8% | $3,609+120.2% | $3,332+138.5% |
| Admin fee / account holder | $8,845 | $3,584+146.8% | $4,904+80.4% | $4,645+90.4% |