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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 | $217,025 | $88,710+144.6% | $81,783+165.4% | $145,959+48.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.70% | 1027.26%-1014.6pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $13,829 | $3,083+348.5% | $2,913+374.8% | $4,661+196.7% |
| Participant deferral / active EE | $12,090 | $4,645+160.3% | $4,320+179.8% | $6,689+80.8% |
| Admin fee / account holder | $2,268 | $8,407-73.0% | $7,380-69.3% | $13,398-83.1% |