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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 | $188,540 | $96,388+95.6% | $80,627+133.8% | $139,466+35.2% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.6pp | 80.3%+15.3pp |
| Annual return | 13.42% | 1352.08%-1338.7pp | 936.76%-923.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $9,833 | $3,260+201.7% | $2,723+261.2% | $4,754+106.8% |
| Participant deferral / active EE | $15,728 | $5,224+201.1% | $4,443+254.0% | $6,712+134.3% |
| Admin fee / account holder | $38,021 | $6,603+475.8% | $5,381+606.6% | $11,409+233.3% |