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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 | $229,728 | $96,388+138.3% | $80,627+184.9% | $139,466+64.7% |
| Participation rate | 90.5% | 73.6%+16.8pp | 67.0%+23.5pp | 80.3%+10.1pp |
| Annual return | 22.64% | 1352.08%-1329.4pp | 936.76%-914.1pp | 373.66%-351.0pp |
| Employer contribution / active EE | $6,995 | $3,260+114.6% | $2,723+156.9% | $4,754+47.1% |
| Participant deferral / active EE | $9,907 | $5,224+89.6% | $4,443+123.0% | $6,712+47.6% |
| Admin fee / account holder | $10,339 | $6,603+56.6% | $5,381+92.1% | $11,409-9.4% |