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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 | $175,281 | $73,546+138.3% | $63,018+178.1% | $147,586+18.8% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.8%+20.4pp | 82.8%+12.4pp |
| Annual return | 20.88% | 175.56%-154.7pp | 87.62%-66.7pp | 578.59%-557.7pp |
| Employer contribution / active EE | $4,168 | $3,324+25.4% | $2,761+51.0% | $4,876-14.5% |
| Participant deferral / active EE | $10,960 | $4,185+161.9% | $3,330+229.2% | $5,439+101.5% |
| Admin fee / account holder | $7,020 | $5,956+17.9% | $3,601+95.0% | $10,886-35.5% |