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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 | $113,167 | $63,346+78.7% | $92,239+22.7% | $70,124+61.4% |
| Participation rate | 91.3% | 68.7%+22.6pp | 76.5%+14.8pp | 69.5%+21.7pp |
| Annual return | 13.57% | 530.19%-516.6pp | 176.29%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $6,465 | $2,471+161.6% | $3,680+75.7% | $2,342+176.0% |
| Participant deferral / active EE | $3,551 | $2,854+24.4% | $3,897-8.9% | $3,332+6.6% |
| Admin fee / account holder | $637 | $3,841-83.4% | $5,194-87.7% | $4,645-86.3% |