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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 | $141,090 | $72,486+94.6% | $87,103+62.0% | $72,976+93.3% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.6pp |
| Annual return | 330.47% | 24.46%+306.0pp | 28.19%+302.3pp | 81.02%+249.4pp |
| Employer contribution / active EE | $6,264 | $1,894+230.8% | $2,521+148.4% | $2,440+156.7% |
| Participant deferral / active EE | $9,921 | $3,270+203.4% | $4,049+145.1% | $3,608+175.0% |
| Admin fee / account holder | $34,112 | $5,055+574.9% | $7,491+355.3% | $5,124+565.7% |