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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 | $189,636 | $100,938+87.9% | $90,461+109.6% | $158,982+19.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 11.68% | 1727.20%-1715.5pp | 1294.76%-1283.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $2,275 | $3,691-38.4% | $3,264-30.3% | $4,763-52.2% |
| Participant deferral / active EE | $5,385 | $4,350+23.8% | $3,964+35.8% | $5,983-10.0% |
| Admin fee / account holder | $74,323 | $6,510+1041.7% | $5,617+1223.3% | $11,252+560.6% |