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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 | $72,446+185.3% | $67,561+205.9% | $145,877+41.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.45% | 7211.98%-7201.5pp | 3525.44%-3515.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,951 | $3,072-3.9% | $2,735+7.9% | $4,663-36.7% |
| Participant deferral / active EE | $8,755 | $4,785+83.0% | $4,003+118.7% | $6,691+30.9% |
| Admin fee / account holder | $21,079 | $5,541+280.4% | $4,006+426.2% | $13,402+57.3% |