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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 | $241,971 | $156,963+54.2% | $121,204+99.6% | $139,466+73.5% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.87% | 1476.75%-1457.9pp | 987.18%-968.3pp | 373.66%-354.8pp |
| Employer contribution / active EE | $17,162 | $5,544+209.5% | $4,170+311.6% | $4,754+261.0% |
| Participant deferral / active EE | $7,976 | $4,848+64.5% | $4,083+95.4% | $6,712+18.8% |
| Admin fee / account holder | $5,840 | $6,953-16.0% | $5,651+3.3% | $11,409-48.8% |