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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 | $141,799 | $49,897+184.2% | $80,648+75.8% | $75,177+88.6% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.4pp |
| Annual return | 20.98% | 34.68%-13.7pp | 937.21%-916.2pp | 160.75%-139.8pp |
| Employer contribution / active EE | $9,508 | $1,699+459.6% | $2,724+249.1% | $2,671+255.9% |
| Participant deferral / active EE | $11,856 | $2,992+296.3% | $4,443+166.8% | $4,126+187.3% |
| Admin fee / account holder | $3,974 | $3,579+11.1% | $5,382-26.2% | $5,651-29.7% |