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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 | $95,217 | $63,346+50.3% | $92,240+3.2% | $70,126+35.8% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.5pp |
| Annual return | 18.32% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $7,938 | $2,471+221.2% | $3,680+115.7% | $2,343+238.9% |
| Participant deferral / active EE | $4,690 | $2,854+64.4% | $3,897+20.4% | $3,332+40.8% |
| Admin fee / account holder | $339 | $3,841-91.2% | $5,194-93.5% | $4,645-92.7% |