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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 | $165,017 | $56,197+193.6% | $67,652+143.9% | $59,633+176.7% |
| Participation rate | 95.3% | 71.5%+23.9pp | 75.7%+19.7pp | 68.7%+26.7pp |
| Annual return | 1.54% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $5,815 | $1,615+260.1% | $2,266+156.7% | $2,203+164.0% |
| Participant deferral / active EE | $7,294 | $2,844+156.5% | $3,560+104.9% | $3,192+128.5% |
| Admin fee / account holder | $10,978 | $3,958+177.4% | $4,821+127.7% | $4,297+155.5% |