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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 | $195,230 | $90,614+115.5% | $76,089+156.6% | $145,877+33.8% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.1%+24.2pp | 80.3%+13.0pp |
| Annual return | 15.17% | 623.80%-608.6pp | 360.94%-345.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $4,179 | $3,324+25.7% | $2,690+55.4% | $4,663-10.4% |
| Participant deferral / active EE | $10,423 | $5,168+101.7% | $4,259+144.7% | $6,691+55.8% |
| Admin fee / account holder | $11,446 | $8,376+36.6% | $6,418+78.3% | $13,402-14.6% |