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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 | $211,427 | $114,093+85.3% | $96,171+119.8% | $167,536+26.2% |
| Participation rate | 94.1% | 75.1%+19.1pp | 68.4%+25.7pp | 82.1%+12.0pp |
| Annual return | 10.11% | 190.00%-179.9pp | 192.04%-181.9pp | 478.82%-468.7pp |
| Employer contribution / active EE | $4,918 | $3,429+43.4% | $2,799+75.7% | $4,839+1.6% |
| Participant deferral / active EE | $13,072 | $5,197+151.5% | $4,350+200.5% | $6,342+106.1% |
| Admin fee / account holder | $8,777 | $6,899+27.2% | $5,538+58.5% | $12,315-28.7% |