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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 | $245,683 | $85,171+188.5% | $172,752+42.2% | $72,975+236.7% |
| Participation rate | 91.8% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.3pp |
| Annual return | 35.17% | 27.32%+7.8pp | 802.97%-767.8pp | 81.01%-45.8pp |
| Employer contribution / active EE | $8,360 | $3,324+151.5% | $5,144+62.5% | $2,440+242.6% |
| Participant deferral / active EE | $5,318 | $3,260+63.1% | $5,198+2.3% | $3,608+47.4% |
| Admin fee / account holder | $29,375 | $5,880+399.5% | $13,955+110.5% | $5,124+473.3% |