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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 | $123,508 | $63,346+95.0% | $92,240+33.9% | $70,126+76.1% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 16.06% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $6,882 | $2,471+178.5% | $3,680+87.0% | $2,343+193.8% |
| Participant deferral / active EE | $5,827 | $2,854+104.2% | $3,897+49.5% | $3,332+74.9% |
| Admin fee / account holder | $7,488 | $3,841+95.0% | $5,194+44.2% | $4,645+61.2% |