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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 | $151,682 | $72,446+109.4% | $67,561+124.5% | $145,877+4.0% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 10.23% | 7211.98%-7201.8pp | 3525.44%-3515.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,536 | $3,072+15.1% | $2,735+29.3% | $4,663-24.2% |
| Participant deferral / active EE | $8,861 | $4,785+85.2% | $4,003+121.4% | $6,691+32.4% |
| Admin fee / account holder | $21,851 | $5,541+294.4% | $4,006+445.5% | $13,402+63.0% |