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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 | $203,604 | $109,411+86.1% | $89,435+127.7% | $158,982+28.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 7.54% | 345.68%-338.1pp | 245.55%-238.0pp | 302.99%-295.5pp |
| Employer contribution / active EE | $2,271 | $3,173-28.4% | $2,587-12.2% | $4,763-52.3% |
| Participant deferral / active EE | $7,747 | $4,600+68.4% | $3,890+99.1% | $5,983+29.5% |
| Admin fee / account holder | $9,228 | $6,159+49.8% | $4,884+88.9% | $11,252-18.0% |