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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 | $167,030 | $100,895+65.5% | $90,430+84.7% | $158,950+5.1% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 13.48% | 1725.54%-1712.1pp | 1293.73%-1280.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $4,610 | $3,689+25.0% | $3,262+41.3% | $4,762-3.2% |
| Participant deferral / active EE | $7,672 | $4,347+76.5% | $3,963+93.6% | $5,983+28.2% |
| Admin fee / account holder | $12,646 | $6,505+94.4% | $5,613+125.3% | $11,248+12.4% |