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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 | $113,785 | $63,346+79.6% | $92,240+23.4% | $70,126+62.3% |
| Participation rate | 98.8% | 68.7%+30.1pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 18.60% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $3,680 | $2,471+48.9% | $3,6800% | $2,343+57.1% |
| Participant deferral / active EE | $7,297 | $2,854+155.7% | $3,897+87.2% | $3,332+119.0% |
| Admin fee / account holder | $3,044 | $3,841-20.7% | $5,194-41.4% | $4,645-34.5% |