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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 | $230,347 | $185,199+24.4% | $142,874+61.2% | $167,518+37.5% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 15.04% | 8556.90%-8541.9pp | 5638.58%-5623.5pp | 478.71%-463.7pp |
| Employer contribution / active EE | $3,041 | $5,606-45.7% | $4,145-26.6% | $4,838-37.1% |
| Participant deferral / active EE | $9,275 | $4,495+106.4% | $3,838+141.7% | $6,342+46.3% |
| Admin fee / account holder | $2,608 | $8,031-67.5% | $6,561-60.3% | $12,312-78.8% |