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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 | $158,357 | $63,346+150.0% | $92,240+71.7% | $70,126+125.8% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 17.69% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $6,703 | $2,471+171.3% | $3,680+82.2% | $2,343+186.2% |
| Participant deferral / active EE | $5,368 | $2,854+88.1% | $3,897+37.7% | $3,332+61.1% |
| Admin fee / account holder | $3,926 | $3,841+2.2% | $5,194-24.4% | $4,645-15.5% |