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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 | $57,285+76.5% | $86,605+16.7% | $75,173+34.5% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 23.98% | 2671.04%-2647.1pp | 591.39%-567.4pp | 160.65%-136.7pp |
| Employer contribution / active EE | $4,816 | $2,315+108.1% | $3,023+59.3% | $2,670+80.3% |
| Participant deferral / active EE | $7,872 | $3,318+137.3% | $4,438+77.4% | $4,126+90.8% |
| Admin fee / account holder | $14,675 | $4,112+256.9% | $5,611+161.5% | $5,651+159.7% |