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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 | $104,103 | $57,305+81.7% | $86,640+20.2% | $75,173+38.5% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 17.63% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $5,053 | $2,316+118.1% | $3,024+67.1% | $2,671+89.2% |
| Participant deferral / active EE | $8,249 | $3,320+148.5% | $4,438+85.9% | $4,126+99.9% |
| Admin fee / account holder | $18,971 | $4,116+360.9% | $5,616+237.8% | $5,651+235.7% |