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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 | $145,125 | $63,346+129.1% | $92,240+57.3% | $70,126+106.9% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 20.00% | 530.19%-510.2pp | 176.29%-156.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $3,590 | $2,471+45.3% | $3,680-2.4% | $2,343+53.2% |
| Participant deferral / active EE | $3,668 | $2,854+28.5% | $3,897-5.9% | $3,332+10.1% |
| Admin fee / account holder | $11,811 | $3,841+207.5% | $5,194+127.4% | $4,645+154.2% |