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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 | $109,762 | $58,391+88.0% | $76,667+43.2% | $72,976+50.4% |
| Participation rate | 77.7% | 67.4%+10.3pp | 72.1%+5.6pp | 69.5%+8.2pp |
| Annual return | 20.54% | 2306.65%-2286.1pp | 1166.74%-1146.2pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,135 | $1,787+19.5% | $2,303-7.3% | $2,440-12.5% |
| Participant deferral / active EE | $4,160 | $2,690+54.6% | $3,336+24.7% | $3,608+15.3% |
| Admin fee / account holder | $10,134 | $4,014+152.4% | $6,423+57.8% | $5,124+97.8% |