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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 | $161,373 | $88,815+81.7% | $81,882+97.1% | $145,897+10.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 10.62% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $13,092 | $3,086+324.2% | $2,916+349.0% | $4,663+180.8% |
| Participant deferral / active EE | $5,117 | $4,647+10.1% | $4,323+18.4% | $6,689-23.5% |
| Admin fee / account holder | $837 | $8,434-90.1% | $7,360-88.6% | $13,390-93.7% |