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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 | $127,827 | $63,346+101.8% | $92,240+38.6% | $70,126+82.3% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 18.08% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $24,602 | $2,471+895.5% | $3,680+568.6% | $2,343+950.2% |
| Participant deferral / active EE | $1,465 | $2,854-48.7% | $3,897-62.4% | $3,332-56.0% |
| Admin fee / account holder | $807 | $3,841-79.0% | $5,194-84.5% | $4,645-82.6% |