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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 | $132,776 | $57,330+131.6% | $86,656+53.2% | $75,177+76.6% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 19.99% | 2675.40%-2655.4pp | 593.09%-573.1pp | 160.75%-140.8pp |
| Employer contribution / active EE | $3,403 | $2,316+46.9% | $3,025+12.5% | $2,671+27.4% |
| Participant deferral / active EE | $8,408 | $3,320+153.3% | $4,439+89.4% | $4,126+103.8% |
| Admin fee / account holder | $7,457 | $4,115+81.2% | $5,619+32.7% | $5,651+32.0% |