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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 | $244,109 | $138,076+76.8% | $123,553+97.6% | $135,380+80.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 4.95% | 153.70%-148.8pp | 119.21%-114.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $3,861 | $5,152-25.1% | $4,628-16.6% | $4,779-19.2% |
| Participant deferral / active EE | $7,694 | $6,800+13.1% | $6,426+19.7% | $5,609+37.2% |
| Admin fee / account holder | $98,886 | $10,917+805.8% | $9,284+965.1% | $10,828+813.2% |