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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 | $115,713 | $57,330+101.8% | $86,656+33.5% | $75,177+53.9% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 20.47% | 2675.40%-2654.9pp | 593.09%-572.6pp | 160.75%-140.3pp |
| Employer contribution / active EE | $3,845 | $2,316+66.0% | $3,025+27.1% | $2,671+44.0% |
| Participant deferral / active EE | $6,257 | $3,320+88.5% | $4,439+41.0% | $4,126+51.6% |
| Admin fee / account holder | $12,266 | $4,115+198.1% | $5,619+118.3% | $5,651+117.0% |