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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 | $115,632 | $49,897+131.7% | $80,648+43.4% | $75,177+53.8% |
| Participation rate | 96.9% | 55.3%+41.5pp | 67.0%+29.9pp | 67.2%+29.7pp |
| Annual return | 14.63% | 34.68%-20.0pp | 937.21%-922.6pp | 160.75%-146.1pp |
| Employer contribution / active EE | $3,892 | $1,699+129.1% | $2,724+42.9% | $2,671+45.7% |
| Participant deferral / active EE | $11,542 | $2,992+285.8% | $4,443+159.8% | $4,126+179.7% |
| Admin fee / account holder | $8,914 | $3,579+149.1% | $5,382+65.6% | $5,651+57.7% |