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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 | $225,339 | $99,011+127.6% | $86,582+160.3% | $147,586+52.7% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 13.05% | 1312.75%-1299.7pp | 965.08%-952.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $12,119 | $3,132+286.9% | $2,839+326.8% | $4,876+148.5% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $3,609+3.4% | $5,439-31.4% |
| Admin fee / account holder | $13,594 | $5,709+138.1% | $4,904+177.2% | $10,886+24.9% |