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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 | $178,739 | $88,754+101.4% | $81,820+118.5% | $145,877+22.5% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.50% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $6,404 | $3,085+107.6% | $2,915+119.7% | $4,663+37.3% |
| Participant deferral / active EE | $7,391 | $4,648+59.0% | $4,323+71.0% | $6,691+10.5% |
| Admin fee / account holder | $5,018 | $8,424-40.4% | $7,391-32.1% | $13,402-62.6% |