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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 | $95,716 | $53,128+80.2% | $86,582+10.5% | $70,126+36.5% |
| Participation rate | 98.9% | 65.3%+33.5pp | 73.5%+25.3pp | 69.5%+29.3pp |
| Annual return | 17.93% | 27.66%-9.7pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,252 | $2,068+57.2% | $2,839+14.5% | $2,343+38.8% |
| Participant deferral / active EE | $4,425 | $2,695+64.2% | $3,609+22.6% | $3,332+32.8% |
| Admin fee / account holder | $11,963 | $3,584+233.8% | $4,904+143.9% | $4,645+157.5% |