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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 | $100,100 | $65,364+53.1% | $92,909+7.7% | $72,975+37.2% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 97.58% | 42.11%+55.5pp | 109.44%-11.9pp | 81.01%+16.6pp |
| Employer contribution / active EE | $7,382 | $2,594+184.6% | $3,653+102.1% | $2,440+202.5% |
| Participant deferral / active EE | $5,519 | $3,128+76.4% | $4,238+30.2% | $3,608+53.0% |
| Admin fee / account holder | $2,526 | $4,251-40.6% | $5,795-56.4% | $5,124-50.7% |