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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 | $144,008 | $58,391+146.6% | $76,667+87.8% | $72,976+97.3% |
| Participation rate | 98.2% | 67.4%+30.8pp | 72.1%+26.1pp | 69.5%+28.7pp |
| Annual return | 25.03% | 2306.65%-2281.6pp | 1166.74%-1141.7pp | 81.02%-56.0pp |
| Employer contribution / active EE | $3,739 | $1,787+109.3% | $2,303+62.4% | $2,440+53.2% |
| Participant deferral / active EE | $6,914 | $2,690+157.0% | $3,336+107.3% | $3,608+91.7% |
| Admin fee / account holder | $2,451 | $4,014-39.0% | $6,423-61.8% | $5,124-52.2% |