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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 | $134,404 | $75,962+76.9% | $154,108-12.8% | $64,173+109.4% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | 61.94% | 30.32%+31.6pp | 735.21%-673.3pp | 7.63%+54.3pp |
| Employer contribution / active EE | $4,861 | $3,350+45.1% | $5,298-8.2% | $2,381+104.2% |
| Participant deferral / active EE | $4,483 | $3,175+41.2% | $5,081-11.8% | $3,470+29.2% |
| Admin fee / account holder | $2,613 | $5,589-53.2% | $13,411-80.5% | $4,887-46.5% |