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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 | $236,577 | $96,691+144.7% | $86,656+173.0% | $139,487+69.6% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 18.09% | 106.87%-88.8pp | 593.09%-575.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $9,245 | $3,267+183.0% | $3,025+205.6% | $4,755+94.4% |
| Participant deferral / active EE | $7,648 | $4,838+58.1% | $4,439+72.3% | $6,713+13.9% |
| Admin fee / account holder | $17,631 | $6,414+174.9% | $5,619+213.8% | $11,407+54.6% |