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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 | $223,156 | $100,938+121.1% | $90,461+146.7% | $158,982+40.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 12.99% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $7,405 | $3,691+100.6% | $3,264+126.9% | $4,763+55.5% |
| Participant deferral / active EE | $7,719 | $4,350+77.5% | $3,964+94.7% | $5,983+29.0% |
| Admin fee / account holder | $1,330 | $6,510-79.6% | $5,617-76.3% | $11,252-88.2% |