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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 | $167,487 | $90,489+85.1% | $76,051+120.2% | $145,978+14.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 17.80% | 622.78%-605.0pp | 360.42%-342.6pp | 550.52%-532.7pp |
| Employer contribution / active EE | $3,716 | $3,319+11.9% | $2,690+38.1% | $4,662-20.3% |
| Participant deferral / active EE | $5,625 | $5,164+8.9% | $4,257+32.1% | $6,690-15.9% |
| Admin fee / account holder | $11,194 | $8,374+33.7% | $6,416+74.5% | $13,400-16.5% |