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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 | $196,674 | $63,365+210.4% | $91,994+113.8% | $72,976+169.5% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 627.21% | 35.35%+591.9pp | 69.04%+558.2pp | 81.02%+546.2pp |
| Employer contribution / active EE | $5,065 | $2,116+139.4% | $3,453+46.7% | $2,440+107.6% |
| Participant deferral / active EE | $7,674 | $4,883+57.1% | $5,924+29.5% | $3,608+112.7% |
| Admin fee / account holder | $29,854 | $4,670+539.3% | $7,744+285.5% | $5,124+482.6% |