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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 | $182,907 | $144,130+26.9% | $117,861+55.2% | $147,586+23.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 16.28% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $7,500 | $4,897+53.2% | $3,786+98.1% | $4,876+53.8% |
| Participant deferral / active EE | $4,291 | $5,316-19.3% | $4,482-4.3% | $5,439-21.1% |
| Admin fee / account holder | $451 | $10,887-95.9% | $8,021-94.4% | $10,886-95.9% |