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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 | $139,073 | $55,446+150.8% | $155,574-10.6% | $74,429+86.9% |
| Participation rate | 91.2% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 12.61% | 269.20%-256.6pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $7,778 | $2,266+243.2% | $4,676+66.3% | $2,625+196.3% |
| Participant deferral / active EE | $5,760 | $2,836+103.1% | $5,629+2.3% | $4,348+32.5% |
| Admin fee / account holder | $10,940 | $1,743+527.7% | $15,914-31.3% | $1,944+462.7% |