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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 | $177,819 | $91,198+95.0% | $178,503-0.4% | $79,856+122.7% |
| Participation rate | 97.6% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 48.23% | 24.20%+24.0pp | 151.12%-102.9pp | 31.71%+16.5pp |
| Employer contribution / active EE | $10,049 | $3,257+208.6% | $5,011+100.5% | $2,471+306.7% |
| Participant deferral / active EE | $7,031 | $3,237+117.2% | $5,202+35.1% | $3,741+88.0% |
| Admin fee / account holder | $3,343 | $6,748-50.5% | $13,987-76.1% | $5,306-37.0% |