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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 | $214,589 | $63,346+238.8% | $92,240+132.6% | $70,126+206.0% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 19.38% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,354 | $2,471+35.7% | $3,680-8.9% | $2,343+43.2% |
| Participant deferral / active EE | $6,405 | $2,854+124.4% | $3,897+64.4% | $3,332+92.2% |
| Admin fee / account holder | $11,972 | $3,841+211.7% | $5,194+130.5% | $4,645+157.7% |