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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 | $235,451 | $51,638+356.0% | $68,368+244.4% | $82,448+185.6% |
| Participation rate | 91.2% | 63.6%+27.6pp | 73.8%+17.4pp | 68.1%+23.1pp |
| Annual return | 137.14% | 37.53%+99.6pp | 292.57%-155.4pp | 41.64%+95.5pp |
| Employer contribution / active EE | $17,035 | $2,047+732.4% | $2,649+543.1% | $2,551+567.8% |
| Participant deferral / active EE | $3,684 | $2,914+26.4% | $4,123-10.6% | $4,139-11.0% |
| Admin fee / account holder | $3,911 | $4,643-15.8% | $5,150-24.1% | $7,234-45.9% |