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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 | $127,297 | $63,342+101.0% | $92,236+38.0% | $70,131+81.5% |
| Participation rate | 97.7% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 15.74% | 530.15%-514.4pp | 176.29%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $10,430 | $2,471+322.1% | $3,679+183.5% | $2,342+345.3% |
| Participant deferral / active EE | $3,578 | $2,854+25.4% | $3,897-8.2% | $3,332+7.4% |
| Admin fee / account holder | $4,402 | $3,840+14.6% | $5,194-15.3% | $4,645-5.3% |