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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 | $205,156 | $111,814+83.5% | $93,654+119.1% | $145,959+40.6% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 15.14% | 203.30%-188.2pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,000 | $3,092+61.7% | $2,421+106.5% | $4,661+7.3% |
| Participant deferral / active EE | $4,767 | $4,914-3.0% | $4,413+8.0% | $6,689-28.7% |
| Admin fee / account holder | $834 | $10,246-91.9% | $8,282-89.9% | $13,398-93.8% |