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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 | $189,496 | $63,346+199.1% | $92,240+105.4% | $70,126+170.2% |
| Participation rate | 92.5% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.0pp |
| Annual return | 177.40% | 530.19%-352.8pp | 176.29%+1.1pp | 73.15%+104.3pp |
| Employer contribution / active EE | $4,870 | $2,471+97.0% | $3,680+32.3% | $2,343+107.9% |
| Participant deferral / active EE | $3,940 | $2,854+38.1% | $3,897+1.1% | $3,332+18.2% |
| Admin fee / account holder | $3,911 | $3,841+1.8% | $5,194-24.7% | $4,645-15.8% |