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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 | $199,748 | $72,396+175.9% | $67,511+195.9% | $145,959+36.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 14.47% | 7194.07%-7179.6pp | 3517.41%-3502.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $8,106 | $3,071+164.0% | $2,733+196.7% | $4,661+73.9% |
| Participant deferral / active EE | $12,325 | $4,781+157.8% | $4,000+208.1% | $6,689+84.3% |
| Admin fee / account holder | $9,059 | $5,538+63.6% | $3,999+126.5% | $13,398-32.4% |