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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 | $167,020 | $63,346+163.7% | $92,240+81.1% | $70,126+138.2% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 13.85% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,030 | $2,471-17.8% | $3,680-44.8% | $2,343-13.3% |
| Participant deferral / active EE | $4,462 | $2,854+56.3% | $3,897+14.5% | $3,332+33.9% |
| Admin fee / account holder | $34,434 | $3,841+796.6% | $5,194+563.0% | $4,645+641.2% |