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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 | $192,291 | $100,938+90.5% | $90,461+112.6% | $158,982+21.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 18.45% | 1727.20%-1708.8pp | 1294.76%-1276.3pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,945 | $3,691+34.0% | $3,264+51.5% | $4,763+3.8% |
| Participant deferral / active EE | $6,735 | $4,350+54.8% | $3,964+69.9% | $5,983+12.6% |
| Admin fee / account holder | $6,056 | $6,510-7.0% | $5,617+7.8% | $11,252-46.2% |