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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 | $78,527 | $68,097+15.3% | $62,929+24.8% | $137,256-42.8% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 259.94% | 1859.11%-1599.2pp | 1063.93%-804.0pp | 220.34%+39.6pp |
| Employer contribution / active EE | $3,870 | $2,811+37.7% | $2,505+54.5% | $4,156-6.9% |
| Participant deferral / active EE | $5,735 | $4,553+26.0% | $3,888+47.5% | $6,407-10.5% |
| Admin fee / account holder | $7,845 | $6,521+20.3% | $5,065+54.9% | $12,270-36.1% |