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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 | $242,948 | $88,778+173.7% | $81,844+196.8% | $145,884+66.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 14.56% | 1033.03%-1018.5pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,021 | $3,087-34.5% | $2,916-30.7% | $4,662-56.7% |
| Participant deferral / active EE | $6,848 | $4,648+47.3% | $4,323+58.4% | $6,690+2.4% |
| Admin fee / account holder | $2,243 | $8,430-73.4% | $7,355-69.5% | $13,392-83.2% |