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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 | $170,656 | $102,422+66.6% | $147,117+16.0% | $80,959+110.8% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 20.50% | 135.16%-114.7pp | 420.54%-400.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $6,626 | $3,717+78.3% | $4,932+34.3% | $2,757+140.3% |
| Participant deferral / active EE | $8,864 | $6,652+33.3% | $8,065+9.9% | $4,300+106.1% |
| Admin fee / account holder | $3,536 | $7,953-55.5% | $12,993-72.8% | $6,925-48.9% |