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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 | $191,493 | $100,938+89.7% | $90,461+111.7% | $158,982+20.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.22% | 1727.20%-1704.0pp | 1294.76%-1271.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $1,303 | $3,691-64.7% | $3,264-60.1% | $4,763-72.6% |
| Participant deferral / active EE | $5,948 | $4,350+36.8% | $3,964+50.0% | $5,983-0.6% |
| Admin fee / account holder | $1,818 | $6,510-72.1% | $5,617-67.6% | $11,252-83.8% |