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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 | $107,969 | $60,139+79.5% | $90,461+19.4% | $79,856+35.2% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 14.75% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $9,478 | $2,069+358.2% | $3,264+190.4% | $2,471+283.5% |
| Participant deferral / active EE | $7,332 | $2,939+149.5% | $3,964+85.0% | $3,741+96.0% |
| Admin fee / account holder | $8,528 | $3,978+114.4% | $5,617+51.8% | $5,306+60.7% |