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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 | $170,372 | $102,663+66.0% | $86,216+97.6% | $139,466+22.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 19.76% | 1924.52%-1904.8pp | 1169.42%-1149.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $8,745 | $3,035+188.2% | $2,382+267.2% | $4,754+84.0% |
| Participant deferral / active EE | $2,752 | $4,677-41.2% | $3,986-31.0% | $6,712-59.0% |
| Admin fee / account holder | $8,980 | $8,663+3.7% | $6,853+31.0% | $11,409-21.3% |