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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 | $170,940 | $93,373+83.1% | $152,473+12.1% | $85,847+99.1% |
| Participation rate | 92.9% | 70.1%+22.8pp | 78.2%+14.7pp | 69.3%+23.5pp |
| Annual return | 14.52% | 21.84%-7.3pp | 757.59%-743.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $3,540 | $2,996+18.2% | $4,326-18.2% | $2,565+38.0% |
| Participant deferral / active EE | $6,945 | $4,550+52.6% | $5,817+19.4% | $3,952+75.7% |
| Admin fee / account holder | $29,137 | $13,853+110.3% | $15,811+84.3% | $6,261+365.4% |