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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 | $139,401 | $102,663+35.8% | $86,216+61.7% | $139,4660% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 10.10% | 1924.52%-1914.4pp | 1169.42%-1159.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $3,696 | $3,035+21.8% | $2,382+55.2% | $4,754-22.3% |
| Participant deferral / active EE | $7,899 | $4,677+68.9% | $3,986+98.2% | $6,712+17.7% |
| Admin fee / account holder | $11,248 | $8,663+29.8% | $6,853+64.1% | $11,409-1.4% |