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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 | $72,426+175.8% | $67,560+195.7% | $145,897+36.9% |
| Participation rate | 93.3% | 76.9%+16.4pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 14.47% | 7226.78%-7212.3pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $8,106 | $3,074+163.7% | $2,737+196.2% | $4,663+73.9% |
| Participant deferral / active EE | $12,325 | $4,785+157.6% | $4,004+207.8% | $6,689+84.2% |
| Admin fee / account holder | $9,059 | $5,514+64.3% | $3,994+126.8% | $13,390-32.3% |