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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 | $119,523 | $102,422+16.7% | $147,117-18.8% | $80,959+47.6% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.7pp | 67.7%+31.3pp |
| Annual return | 15.01% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,225 | $3,717+13.6% | $4,932-14.4% | $2,757+53.2% |
| Participant deferral / active EE | $7,772 | $6,652+16.8% | $8,065-3.6% | $4,300+80.7% |
| Admin fee / account holder | $19,491 | $7,953+145.1% | $12,993+50.0% | $6,925+181.4% |