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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 | $161,963 | $102,422+58.1% | $147,117+10.1% | $80,959+100.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 35.41% | 135.16%-99.7pp | 420.54%-385.1pp | 35.67%-0.3pp |
| Employer contribution / active EE | $10,098 | $3,717+171.6% | $4,932+104.7% | $2,757+266.2% |
| Participant deferral / active EE | $10,205 | $6,652+53.4% | $8,065+26.5% | $4,300+137.3% |
| Admin fee / account holder | $9,543 | $7,953+20.0% | $12,993-26.6% | $6,925+37.8% |