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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 | $170,435 | $102,429+66.4% | $147,096+15.9% | $80,925+110.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 18.13% | 135.02%-116.9pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $4,312 | $3,716+16.1% | $4,936-12.6% | $2,756+56.5% |
| Participant deferral / active EE | $10,950 | $6,649+64.7% | $8,071+35.7% | $4,299+154.7% |
| Admin fee / account holder | $46,851 | $7,957+488.8% | $13,005+260.3% | $6,940+575.1% |