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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 | $140,865 | $65,434+115.3% | $98,483+43.0% | $85,847+64.1% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 35.16% | 21.75%+13.4pp | 1494.38%-1459.2pp | 318.61%-283.4pp |
| Employer contribution / active EE | $4,773 | $2,169+120.1% | $2,961+61.2% | $2,565+86.1% |
| Participant deferral / active EE | $5,086 | $3,168+60.6% | $4,276+18.9% | $3,952+28.7% |
| Admin fee / account holder | $6,990 | $4,595+52.1% | $5,953+17.4% | $6,261+11.6% |