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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 | $173,770 | $63,346+174.3% | $92,240+88.4% | $70,126+147.8% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 18.22% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,628 | $2,471+168.2% | $3,680+80.1% | $2,343+182.9% |
| Participant deferral / active EE | $5,641 | $2,854+97.7% | $3,897+44.7% | $3,332+69.3% |
| Admin fee / account holder | $8,993 | $3,841+134.1% | $5,194+73.1% | $4,645+93.6% |