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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 | $108,212 | $63,346+70.8% | $92,240+17.3% | $70,126+54.3% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 15.08% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $13,644 | $2,471+452.1% | $3,680+270.8% | $2,343+482.5% |
| Participant deferral / active EE | $2,380 | $2,854-16.6% | $3,897-38.9% | $3,332-28.6% |
| Admin fee / account holder | $5,182 | $3,841+34.9% | $5,194-0.2% | $4,645+11.5% |