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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 | $126,756 | $56,640+123.8% | $78,002+62.5% | $55,167+129.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 75.5%+17.8pp | 69.0%+24.3pp |
| Annual return | 6.21% | 2868.48%-2862.3pp | 425.99%-419.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,558 | $1,724+106.5% | $2,470+44.1% | $1,963+81.3% |
| Participant deferral / active EE | $6,246 | $2,778+124.8% | $3,497+78.6% | $3,054+104.5% |
| Admin fee / account holder | $3,167 | $467+578.9% | $5,481-42.2% | $504+528.5% |