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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 | $234,654 | $68,398+243.1% | $94,664+147.9% | $75,173+212.2% |
| Participation rate | 97.7% | 76.1%+21.6pp | 80.8%+16.9pp | 67.2%+30.5pp |
| Annual return | 18.96% | 616.72%-597.8pp | 156.84%-137.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $7,798 | $2,701+188.7% | $3,673+112.3% | $2,671+191.9% |
| Participant deferral / active EE | $12,306 | $6,537+88.3% | $7,417+65.9% | $4,126+198.2% |
| Admin fee / account holder | $13,422 | $5,324+152.1% | $7,222+85.9% | $5,651+137.5% |