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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 | $202,593 | $88,815+128.1% | $81,882+147.4% | $145,897+38.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.29% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $6,079 | $3,086+97.0% | $2,916+108.5% | $4,663+30.4% |
| Participant deferral / active EE | $11,208 | $4,647+141.2% | $4,323+159.3% | $6,689+67.5% |
| Admin fee / account holder | $4,725 | $8,434-44.0% | $7,360-35.8% | $13,390-64.7% |