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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 | $239,409 | $68,097+251.6% | $62,929+280.4% | $137,256+74.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 16.68% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,804 | $2,811+70.9% | $2,505+91.8% | $4,156+15.6% |
| Participant deferral / active EE | $12,327 | $4,553+170.8% | $3,888+217.0% | $6,407+92.4% |
| Admin fee / account holder | $23,260 | $6,521+256.7% | $5,065+359.3% | $12,270+89.6% |