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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 | $150,605 | $63,346+137.8% | $92,240+63.3% | $70,126+114.8% |
| Participation rate | 98.4% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 16.87% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $8,670 | $2,471+250.8% | $3,680+135.6% | $2,343+270.1% |
| Participant deferral / active EE | $4,627 | $2,854+62.1% | $3,897+18.7% | $3,332+38.9% |
| Admin fee / account holder | $2,529 | $3,841-34.1% | $5,194-51.3% | $4,645-45.6% |