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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 | $191,691 | $102,696+86.7% | $86,235+122.3% | $139,487+37.4% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 20.60% | 1925.91%-1905.3pp | 1170.03%-1149.4pp | 373.84%-353.2pp |
| Employer contribution / active EE | $8,802 | $3,034+190.1% | $2,381+269.7% | $4,755+85.1% |
| Participant deferral / active EE | $12,383 | $4,679+164.7% | $3,987+210.6% | $6,713+84.5% |
| Admin fee / account holder | $7,719 | $8,667-10.9% | $6,856+12.6% | $11,407-32.3% |