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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 | $108,237 | $63,346+70.9% | $92,239+17.3% | $70,124+54.4% |
| Participation rate | 93.9% | 68.7%+25.2pp | 76.5%+17.4pp | 69.5%+24.3pp |
| Annual return | 20.14% | 530.19%-510.1pp | 176.29%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,696 | $2,471+9.1% | $3,680-26.7% | $2,342+15.1% |
| Participant deferral / active EE | $5,007 | $2,854+75.5% | $3,897+28.5% | $3,332+50.3% |
| Admin fee / account holder | $11,804 | $3,841+207.3% | $5,194+127.3% | $4,645+154.1% |