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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 | $155,160 | $101,653+52.6% | $147,080+5.5% | $74,459+108.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 14.74% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $5,370 | $3,813+40.8% | $4,933+8.9% | $2,626+104.5% |
| Participant deferral / active EE | $17,127 | $7,304+134.5% | $8,066+112.3% | $4,350+293.8% |
| Admin fee / account holder | $9,801 | $1,752+459.5% | $12,989-24.5% | $1,945+403.9% |