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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 | $98,509 | $56,134+75.5% | $96,161+2.4% | $85,856+14.7% |
| Participation rate | 96.4% | 56.7%+39.7pp | 68.4%+28.0pp | 69.3%+27.1pp |
| Annual return | 16.58% | 42.30%-25.7pp | 192.01%-175.4pp | 318.58%-302.0pp |
| Employer contribution / active EE | $10,589 | $1,620+553.6% | $2,798+278.4% | $2,565+312.8% |
| Participant deferral / active EE | $7,200 | $2,858+152.0% | $4,349+65.5% | $3,952+82.2% |
| Admin fee / account holder | $16,383 | $3,769+334.7% | $5,538+195.8% | $6,261+161.7% |