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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 | $215,993 | $97,759+120.9% | $83,849+157.6% | $135,377+59.5% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | 5.77% | 1287.41%-1281.6pp | 850.91%-845.1pp | 519.75%-514.0pp |
| Employer contribution / active EE | $13,807 | $4,222+227.0% | $3,631+280.3% | $4,779+188.9% |
| Participant deferral / active EE | $4,276 | $4,682-8.7% | $4,082+4.8% | $5,609-23.8% |
| Admin fee / account holder | $1,260 | $6,674-81.1% | $5,478-77.0% | $10,828-88.4% |