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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 | $183,871 | $96,388+90.8% | $80,627+128.1% | $139,466+31.8% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 18.23% | 1352.08%-1333.8pp | 936.76%-918.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,353 | $3,260-58.5% | $2,723-50.3% | $4,754-71.5% |
| Participant deferral / active EE | $10,197 | $5,224+95.2% | $4,443+129.5% | $6,712+51.9% |
| Admin fee / account holder | $19,654 | $6,603+197.6% | $5,381+265.3% | $11,409+72.3% |