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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 | $238,697 | $150,446+58.7% | $136,297+75.1% | $147,585+61.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 18.19% | 1049.14%-1031.0pp | 5156.19%-5138.0pp | 578.58%-560.4pp |
| Employer contribution / active EE | $2,025 | $5,256-61.5% | $4,696-56.9% | $4,876-58.5% |
| Participant deferral / active EE | $6,126 | $6,631-7.6% | $6,247-1.9% | $5,439+12.6% |
| Admin fee / account holder | $7,049 | $10,906-35.4% | $9,244-23.7% | $10,886-35.2% |