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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 | $245,695 | $75,832+224.0% | $147,617+66.4% | $59,633+312.0% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 283.76% | 0.37%+283.4pp | 61.98%+221.8pp | 2041.45%-1757.7pp |
| Employer contribution / active EE | $14,132 | $3,485+305.5% | $5,564+154.0% | $2,203+541.6% |
| Participant deferral / active EE | $18,405 | $3,131+487.9% | $4,895+276.0% | $3,192+476.7% |
| Admin fee / account holder | $1,846 | $5,986-69.2% | $11,612-84.1% | $4,297-57.0% |