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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 | $200,579 | $180,749+11.0% | $160,784+24.8% | $137,256+46.1% |
| Participation rate | 94.7% | 80.0%+14.8pp | 77.0%+17.8pp | 80.0%+14.8pp |
| Annual return | 10.34% | 2234.46%-2224.1pp | 1803.92%-1793.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $6,073 | $4,155+46.2% | $3,733+62.7% | $4,156+46.1% |
| Participant deferral / active EE | $11,887 | $6,844+73.7% | $6,293+88.9% | $6,407+85.5% |
| Admin fee / account holder | $71,731 | $10,397+589.9% | $9,717+638.2% | $12,270+484.6% |