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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 | $102,007 | $63,346+61.0% | $92,240+10.6% | $70,126+45.5% |
| Participation rate | 72.3% | 68.7%+3.6pp | 76.5%-4.2pp | 69.5%+2.8pp |
| Annual return | 16.48% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,521 | $2,471+2.0% | $3,680-31.5% | $2,343+7.6% |
| Participant deferral / active EE | $5,958 | $2,854+108.8% | $3,897+52.9% | $3,332+78.8% |
| Admin fee / account holder | $13,076 | $3,841+240.5% | $5,194+151.8% | $4,645+181.5% |