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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 | $107,741 | $63,346+70.1% | $92,240+16.8% | $70,126+53.6% |
| Participation rate | 85.4% | 68.7%+16.7pp | 76.5%+8.9pp | 69.5%+15.9pp |
| Annual return | 15.43% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $8,896 | $2,471+260.0% | $3,680+141.8% | $2,343+279.8% |
| Participant deferral / active EE | $6,023 | $2,854+111.1% | $3,897+54.6% | $3,332+80.8% |
| Admin fee / account holder | $14,996 | $3,841+290.4% | $5,194+188.7% | $4,645+222.8% |