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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 | $73,518+138.4% | $63,003+178.2% | $147,585+18.8% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.8%+20.4pp | 82.8%+12.4pp |
| Annual return | 20.88% | 175.46%-154.6pp | 87.59%-66.7pp | 578.57%-557.7pp |
| Employer contribution / active EE | $4,168 | $3,322+25.4% | $2,760+51.0% | $4,876-14.5% |
| Participant deferral / active EE | $10,960 | $4,183+162.0% | $3,329+229.2% | $5,439+101.5% |
| Admin fee / account holder | $7,020 | $5,952+17.9% | $3,600+95.0% | $10,885-35.5% |