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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 | $145,865 | $88,815+64.2% | $81,882+78.1% | $145,8970% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 11.97% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $7,705 | $3,086+149.6% | $2,916+164.2% | $4,663+65.2% |
| Participant deferral / active EE | $6,413 | $4,647+38.0% | $4,323+48.3% | $6,689-4.1% |
| Admin fee / account holder | $63,943 | $8,434+658.1% | $7,360+768.8% | $13,390+377.5% |