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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 | $87,871 | $77,145+13.9% | $108,410-18.9% | $85,856+2.3% |
| Participation rate | 98.9% | 74.7%+24.3pp | 80.1%+18.8pp | 69.3%+29.6pp |
| Annual return | 400.65% | 44.54%+356.1pp | 905.34%-504.7pp | 318.58%+82.1pp |
| Employer contribution / active EE | $3,824 | $2,379+60.7% | $3,558+7.5% | $2,565+49.1% |
| Participant deferral / active EE | $9,782 | $5,566+75.7% | $6,562+49.1% | $3,952+147.5% |
| Admin fee / account holder | $7,579 | $5,172+46.5% | $7,296+3.9% | $6,261+21.1% |