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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 | $139,785 | $49,896+180.1% | $80,627+73.4% | $75,173+86.0% |
| Participation rate | 88.2% | 55.3%+32.9pp | 67.0%+21.2pp | 67.2%+21.0pp |
| Annual return | 15.14% | 34.67%-19.5pp | 936.76%-921.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $11,599 | $1,699+582.8% | $2,723+326.0% | $2,671+334.3% |
| Participant deferral / active EE | $6,935 | $2,992+131.8% | $4,443+56.1% | $4,126+68.1% |
| Admin fee / account holder | $9,243 | $3,578+158.3% | $5,381+71.8% | $5,651+63.6% |