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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 | $126,651 | $85,171+48.7% | $172,752-26.7% | $72,975+73.6% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 24.47% | 27.32%-2.9pp | 802.97%-778.5pp | 81.01%-56.5pp |
| Employer contribution / active EE | $5,459 | $3,324+64.2% | $5,144+6.1% | $2,440+123.7% |
| Participant deferral / active EE | $4,393 | $3,260+34.8% | $5,198-15.5% | $3,608+21.8% |
| Admin fee / account holder | $9,224 | $5,880+56.9% | $13,955-33.9% | $5,124+80.0% |