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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 | $180,518 | $102,595+76.0% | $94,057+91.9% | $154,746+16.7% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 12.47% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,370 | $3,147+102.4% | $2,933+117.2% | $4,379+45.5% |
| Participant deferral / active EE | $8,848 | $5,118+72.9% | $4,709+87.9% | $6,730+31.5% |
| Admin fee / account holder | $40,091 | $7,736+418.2% | $7,244+453.4% | $14,365+179.1% |