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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 | $139,803 | $81,763+71.0% | $58,561+138.7% | $139,466+0.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 18.25% | 7427.77%-7409.5pp | 4251.33%-4233.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $7,914 | $1,398+466.0% | $1,053+651.2% | $4,754+66.5% |
| Participant deferral / active EE | $5,775 | $2,555+126.1% | $1,923+200.3% | $6,712-14.0% |
| Admin fee / account holder | $4,343 | $3,273+32.7% | $2,520+72.3% | $11,409-61.9% |