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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 | $190,687 | $63,346+201.0% | $92,240+106.7% | $70,126+171.9% |
| Participation rate | 91.4% | 68.7%+22.7pp | 76.5%+14.9pp | 69.5%+21.8pp |
| Annual return | 18.64% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,985 | $2,471+20.8% | $3,680-18.9% | $2,343+27.4% |
| Participant deferral / active EE | $7,193 | $2,854+152.1% | $3,897+84.6% | $3,332+115.9% |
| Admin fee / account holder | $16,876 | $3,841+339.4% | $5,194+224.9% | $4,645+263.3% |