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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 | $245,919 | $176,688+39.2% | $130,660+88.2% | $152,897+60.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 20.38% | 2693.08%-2672.7pp | 1709.29%-1688.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $4,100 | $5,743-28.6% | $4,092+0.2% | $4,764-13.9% |
| Participant deferral / active EE | $8,081 | $4,362+85.3% | $3,603+124.3% | $5,851+38.1% |
| Admin fee / account holder | $26,036 | $7,131+265.1% | $5,463+376.6% | $11,599+124.5% |