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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 | $227,588 | $150,446+51.3% | $136,297+67.0% | $147,585+54.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.84% | 1049.14%-1031.3pp | 5156.19%-5138.4pp | 578.58%-560.7pp |
| Employer contribution / active EE | $3,687 | $5,256-29.9% | $4,696-21.5% | $4,876-24.4% |
| Participant deferral / active EE | $10,025 | $6,631+51.2% | $6,247+60.5% | $5,439+84.3% |
| Admin fee / account holder | $1,444 | $10,906-86.8% | $9,244-84.4% | $10,886-86.7% |