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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 | $137,271 | $73,978+85.6% | $96,515+42.2% | $75,173+82.6% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 1460.52% | 26.72%+1433.8pp | 35.73%+1424.8pp | 160.72%+1299.8pp |
| Employer contribution / active EE | $14,769 | $2,931+404.0% | $3,740+294.9% | $2,671+453.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,140 | $5,219+17.6% | $6,735-8.8% | $5,651+8.7% |