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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 | $141,730 | $53,128+166.8% | $86,582+63.7% | $70,126+102.1% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 17.63% | 27.66%-10.0pp | 965.08%-947.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,560 | $2,068+72.2% | $2,839+25.4% | $2,343+52.0% |
| Participant deferral / active EE | $7,592 | $2,695+181.7% | $3,609+110.4% | $3,332+127.9% |
| Admin fee / account holder | $12,731 | $3,584+255.3% | $4,904+159.6% | $4,645+174.1% |