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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 | $184,922 | $102,663+80.1% | $86,216+114.5% | $139,466+32.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.57% | 1924.52%-1906.9pp | 1169.42%-1151.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,165 | $3,035+37.3% | $2,382+74.9% | $4,754-12.4% |
| Participant deferral / active EE | $10,655 | $4,677+127.8% | $3,986+167.3% | $6,712+58.7% |
| Admin fee / account holder | $54,702 | $8,663+531.5% | $6,853+698.2% | $11,409+379.5% |