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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 | $244,909 | $106,008+131.0% | $92,240+165.5% | $147,586+65.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 14.90% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $12,683 | $4,333+192.7% | $3,680+244.7% | $4,876+160.1% |
| Participant deferral / active EE | $10,267 | $4,478+129.3% | $3,897+163.5% | $5,439+88.8% |
| Admin fee / account holder | $52,857 | $6,333+734.6% | $5,194+917.6% | $10,886+385.6% |