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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 | $96,593 | $58,311+65.7% | $81,882+18.0% | $80,959+19.3% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 15.02% | 41.85%-26.8pp | 779.47%-764.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $8,403 | $2,347+258.1% | $2,916+188.2% | $2,757+204.8% |
| Participant deferral / active EE | $7,266 | $3,287+121.1% | $4,323+68.1% | $4,300+69.0% |
| Admin fee / account holder | $15,348 | $4,752+223.0% | $7,360+108.6% | $6,925+121.6% |