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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 | $119,795 | $72,465+65.3% | $67,575+77.3% | $145,884-17.9% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+22.9pp | 80.3%+15.5pp |
| Annual return | 14.75% | 7222.56%-7207.8pp | 3528.98%-3514.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,690 | $3,074+20.0% | $2,736+34.9% | $4,662-20.9% |
| Participant deferral / active EE | $8,008 | $4,786+67.3% | $4,003+100.0% | $6,690+19.7% |
| Admin fee / account holder | $18,829 | $5,515+241.4% | $3,993+371.5% | $13,392+40.6% |