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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 | $121,633 | $63,346+92.0% | $92,240+31.9% | $70,126+73.4% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 14.48% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,135 | $2,471-13.6% | $3,680-42.0% | $2,343-8.8% |
| Participant deferral / active EE | $5,319 | $2,854+86.4% | $3,897+36.5% | $3,332+59.7% |
| Admin fee / account holder | $14,561 | $3,841+279.1% | $5,194+180.3% | $4,645+213.4% |