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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 | $191,801 | $101,499+89.0% | $147,005+30.5% | $74,546+157.3% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 14.07% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $9,393 | $3,811+146.5% | $4,934+90.4% | $2,624+257.9% |
| Participant deferral / active EE | $6,251 | $7,304-14.4% | $8,070-22.5% | $4,347+43.8% |
| Admin fee / account holder | $10,421 | $1,748+496.2% | $13,006-19.9% | $1,944+436.2% |