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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 | $194,029 | $169,356+14.6% | $129,406+49.9% | $145,897+33.0% |
| Participation rate | 82.4% | 76.5%+5.8pp | 69.6%+12.7pp | 80.3%+2.0pp |
| Annual return | 10.21% | 14418.62%-14408.4pp | 9468.18%-9458.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $8,233 | $5,542+48.5% | $4,155+98.1% | $4,663+76.6% |
| Participant deferral / active EE | $5,101 | $4,987+2.3% | $4,167+22.4% | $6,689-23.7% |
| Admin fee / account holder | $648 | $9,915-93.5% | $7,689-91.6% | $13,390-95.2% |