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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 | $206,680 | $72,396+185.5% | $67,511+206.1% | $145,959+41.6% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.45% | 7194.07%-7183.6pp | 3517.41%-3507.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,951 | $3,071-3.9% | $2,733+8.0% | $4,661-36.7% |
| Participant deferral / active EE | $8,755 | $4,781+83.1% | $4,000+118.9% | $6,689+30.9% |
| Admin fee / account holder | $21,079 | $5,538+280.6% | $3,999+427.1% | $13,398+57.3% |