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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 | $97,924 | $58,391+67.7% | $76,667+27.7% | $72,976+34.2% |
| Participation rate | 98.2% | 67.4%+30.8pp | 72.1%+26.1pp | 69.5%+28.7pp |
| Annual return | 20.87% | 2306.65%-2285.8pp | 1166.74%-1145.9pp | 81.02%-60.1pp |
| Employer contribution / active EE | $5,302 | $1,787+196.7% | $2,303+130.2% | $2,440+117.3% |
| Participant deferral / active EE | $4,629 | $2,690+72.0% | $3,336+38.8% | $3,608+28.3% |
| Admin fee / account holder | $7,839 | $4,014+95.3% | $6,423+22.0% | $5,124+53.0% |