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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 | $243,804 | $102,663+137.5% | $86,216+182.8% | $139,466+74.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 17.48% | 1924.52%-1907.0pp | 1169.42%-1151.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,302 | $3,035+74.7% | $2,382+122.6% | $4,754+11.5% |
| Participant deferral / active EE | $4,216 | $4,677-9.9% | $3,986+5.8% | $6,712-37.2% |
| Admin fee / account holder | $1,586 | $8,663-81.7% | $6,853-76.9% | $11,409-86.1% |