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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 | $191,691 | $102,624+86.8% | $86,200+122.4% | $139,427+37.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 20.60% | 1922.69%-1902.1pp | 1168.58%-1148.0pp | 373.27%-352.7pp |
| Employer contribution / active EE | $8,802 | $3,033+190.2% | $2,381+269.8% | $4,752+85.3% |
| Participant deferral / active EE | $12,383 | $4,676+164.8% | $3,986+210.7% | $6,711+84.5% |
| Admin fee / account holder | $7,719 | $8,658-10.8% | $6,853+12.6% | $11,404-32.3% |