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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 | $183,385 | $70,366+160.6% | $66,674+175.0% | $138,895+32.0% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.7%+22.0pp | 79.9%+15.7pp |
| Annual return | 14.37% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,437 | $2,765+277.5% | $2,620+298.4% | $4,194+148.8% |
| Participant deferral / active EE | $4,150 | $4,374-5.1% | $4,084+1.6% | $6,396-35.1% |
| Admin fee / account holder | $4,295 | $5,262-18.4% | $5,098-15.8% | $12,562-65.8% |