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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 | $180,361 | $63,346+184.7% | $92,240+95.5% | $70,126+157.2% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.5pp |
| Annual return | 14.71% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $5,154 | $2,471+108.6% | $3,680+40.1% | $2,343+120.0% |
| Participant deferral / active EE | $2,675 | $2,854-6.3% | $3,897-31.4% | $3,332-19.7% |
| Admin fee / account holder | $5,478 | $3,841+42.6% | $5,194+5.5% | $4,645+17.9% |