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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 | $200,921 | $185,225+8.5% | $142,898+40.6% | $167,536+19.9% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 13.15% | 8558.12%-8545.0pp | 5639.64%-5626.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $13,784 | $5,607+145.8% | $4,146+232.5% | $4,839+184.9% |
| Participant deferral / active EE | $7,882 | $4,496+75.3% | $3,838+105.3% | $6,342+24.3% |
| Admin fee / account holder | $5,361 | $8,032-33.3% | $6,560-18.3% | $12,315-56.5% |