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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 | $120,777 | $63,346+90.7% | $92,240+30.9% | $70,126+72.2% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 13.13% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $12,634 | $2,471+411.2% | $3,680+243.3% | $2,343+439.3% |
| Participant deferral / active EE | $2,422 | $2,854-15.1% | $3,897-37.9% | $3,332-27.3% |
| Admin fee / account holder | $1,436 | $3,841-62.6% | $5,194-72.3% | $4,645-69.1% |