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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 | $217,756 | $144,130+51.1% | $117,861+84.8% | $147,586+47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.66% | 531.20%-517.5pp | 335.11%-321.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $7,391 | $4,897+50.9% | $3,786+95.2% | $4,876+51.6% |
| Participant deferral / active EE | $2,977 | $5,316-44.0% | $4,482-33.6% | $5,439-45.3% |
| Admin fee / account holder | $2,887 | $10,887-73.5% | $8,021-64.0% | $10,886-73.5% |