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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 | $193,618 | $96,691+100.2% | $86,656+123.4% | $139,487+38.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.60% | 106.87%-90.3pp | 593.09%-576.5pp | 373.84%-357.2pp |
| Employer contribution / active EE | $14,475 | $3,267+343.1% | $3,025+378.4% | $4,755+204.4% |
| Participant deferral / active EE | $10,343 | $4,838+113.8% | $4,439+133.0% | $6,713+54.1% |
| Admin fee / account holder | $903 | $6,414-85.9% | $5,619-83.9% | $11,407-92.1% |