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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 | $235,391 | $185,225+27.1% | $142,898+64.7% | $167,553+40.5% |
| Participation rate | 93.8% | 78.5%+15.3pp | 72.0%+21.8pp | 82.1%+11.6pp |
| Annual return | 11.63% | 8558.12%-8546.5pp | 5639.64%-5628.0pp | 478.89%-467.3pp |
| Employer contribution / active EE | $2,389 | $5,607-57.4% | $4,146-42.4% | $4,840-50.6% |
| Participant deferral / active EE | $6,924 | $4,496+54.0% | $3,838+80.4% | $6,343+9.2% |
| Admin fee / account holder | $326 | $8,032-95.9% | $6,560-95.0% | $12,316-97.4% |