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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 | $245,406 | $100,938+143.1% | $90,461+171.3% | $158,982+54.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | 12.96% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $9,350 | $3,691+153.3% | $3,264+186.5% | $4,763+96.3% |
| Participant deferral / active EE | $7,084 | $4,350+62.9% | $3,964+78.7% | $5,983+18.4% |
| Admin fee / account holder | $11,230 | $6,510+72.5% | $5,617+99.9% | $11,252-0.2% |