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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 | $123,931 | $63,346+95.6% | $92,240+34.4% | $70,126+76.7% |
| Participation rate | 98.4% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+28.9pp |
| Annual return | 15.97% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $10,585 | $2,471+328.3% | $3,680+187.7% | $2,343+351.9% |
| Participant deferral / active EE | $7,761 | $2,854+172.0% | $3,897+99.2% | $3,332+132.9% |
| Admin fee / account holder | $583 | $3,841-84.8% | $5,194-88.8% | $4,645-87.5% |