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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 | $192,730 | $72,403+166.2% | $67,524+185.4% | $145,978+32.0% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.34% | 7197.23%-7183.9pp | 3519.41%-3506.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,916 | $3,072+60.0% | $2,734+79.8% | $4,662+5.5% |
| Participant deferral / active EE | $4,610 | $4,782-3.6% | $4,001+15.2% | $6,690-31.1% |
| Admin fee / account holder | $4,673 | $5,541-15.7% | $4,001+16.8% | $13,400-65.1% |