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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 | $138,737 | $57,352+141.9% | $83,831+65.5% | $64,173+116.2% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | 81.43% | 11.38%+70.0pp | 850.99%-769.6pp | 7.63%+73.8pp |
| Employer contribution / active EE | $5,894 | $2,546+131.5% | $3,631+62.3% | $2,381+147.6% |
| Participant deferral / active EE | $2,300 | $2,993-23.2% | $4,082-43.7% | $3,470-33.7% |
| Admin fee / account holder | $1,775 | $4,046-56.1% | $5,479-67.6% | $4,887-63.7% |