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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 | $159,355 | $63,342+151.6% | $92,236+72.8% | $70,131+127.2% |
| Participation rate | 87.9% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 15.51% | 530.15%-514.6pp | 176.29%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,181 | $2,471+312.0% | $3,679+176.7% | $2,342+334.6% |
| Participant deferral / active EE | $5,452 | $2,854+91.0% | $3,897+39.9% | $3,332+63.6% |
| Admin fee / account holder | $2,367 | $3,840-38.4% | $5,194-54.4% | $4,645-49.0% |