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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 | $102,429+58.1% | $147,096+10.1% | $80,925+100.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 35.41% | 135.02%-99.6pp | 419.75%-384.3pp | 35.65%-0.2pp |
| Employer contribution / active EE | $10,098 | $3,716+171.8% | $4,936+104.6% | $2,756+266.4% |
| Participant deferral / active EE | $10,205 | $6,649+53.5% | $8,071+26.4% | $4,299+137.4% |
| Admin fee / account holder | $9,543 | $7,957+19.9% | $13,005-26.6% | $6,940+37.5% |