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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 | $232,061 | $180,459+28.6% | $154,108+50.6% | $135,380+71.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -4.50% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $11,171 | $6,035+85.1% | $5,298+110.9% | $4,779+133.8% |
| Participant deferral / active EE | $7,284 | $5,806+25.4% | $5,081+43.4% | $5,609+29.9% |
| Admin fee / account holder | $23,148 | $16,145+43.4% | $13,411+72.6% | $10,828+113.8% |