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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 | $118,769 | $63,346+87.5% | $92,240+28.8% | $70,126+69.4% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 13.67% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,714 | $2,471+50.3% | $3,680+0.9% | $2,343+58.6% |
| Participant deferral / active EE | $3,460 | $2,854+21.3% | $3,897-11.2% | $3,332+3.9% |
| Admin fee / account holder | $7,833 | $3,841+103.9% | $5,194+50.8% | $4,645+68.6% |