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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 | $101,091 | $57,330+76.3% | $86,656+16.7% | $75,177+34.5% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 23.98% | 2675.40%-2651.4pp | 593.09%-569.1pp | 160.75%-136.8pp |
| Employer contribution / active EE | $4,816 | $2,316+107.9% | $3,025+59.2% | $2,671+80.3% |
| Participant deferral / active EE | $7,872 | $3,320+137.1% | $4,439+77.3% | $4,126+90.8% |
| Admin fee / account holder | $14,675 | $4,115+256.6% | $5,619+161.2% | $5,651+159.7% |