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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 | $212,916 | $68,097+212.7% | $62,929+238.3% | $137,256+55.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.65% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,587 | $2,811+134.3% | $2,505+163.0% | $4,156+58.5% |
| Participant deferral / active EE | $9,516 | $4,553+109.0% | $3,888+144.7% | $6,407+48.5% |
| Admin fee / account holder | $12,490 | $6,521+91.5% | $5,065+146.6% | $12,270+1.8% |