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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 | $203,662 | $102,595+98.5% | $94,057+116.5% | $154,746+31.6% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 80.7%+15.1pp |
| Annual return | 11.20% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $5,069 | $3,147+61.1% | $2,933+72.8% | $4,379+15.8% |
| Participant deferral / active EE | $17,524 | $5,118+242.4% | $4,709+272.1% | $6,730+160.4% |
| Admin fee / account holder | $82,946 | $7,736+972.2% | $7,244+1045.0% | $14,365+477.4% |