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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 | $182,254 | $93,617+94.7% | $135,982+34.0% | $75,177+142.4% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 42.94% | 30.89%+12.1pp | 68.32%-25.4pp | 160.75%-117.8pp |
| Employer contribution / active EE | $10,947 | $3,538+209.4% | $4,859+125.3% | $2,671+309.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,927 | $6,980-15.1% | $10,767-45.0% | $5,651+4.9% |