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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 | $72,446+166.0% | $67,561+185.3% | $145,877+32.1% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.34% | 7211.98%-7198.6pp | 3525.44%-3512.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,916 | $3,072+60.0% | $2,735+79.8% | $4,663+5.4% |
| Participant deferral / active EE | $4,610 | $4,785-3.7% | $4,003+15.2% | $6,691-31.1% |
| Admin fee / account holder | $4,673 | $5,541-15.7% | $4,006+16.7% | $13,402-65.1% |