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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 | $209,383 | $100,938+107.4% | $90,461+131.5% | $158,982+31.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 15.43% | 1727.20%-1711.8pp | 1294.76%-1279.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $7,123 | $3,691+92.9% | $3,264+118.2% | $4,763+49.5% |
| Participant deferral / active EE | $4,081 | $4,350-6.2% | $3,964+2.9% | $5,983-31.8% |
| Admin fee / account holder | $17,467 | $6,510+168.3% | $5,617+211.0% | $11,252+55.2% |