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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 | $234,458 | $90,617+158.7% | $79,476+195.0% | $135,382+73.2% |
| Participation rate | 84.2% | 76.1%+8.2pp | 73.3%+10.9pp | 82.6%+1.6pp |
| Annual return | 7.93% | 977.57%-969.6pp | 718.21%-710.3pp | 519.77%-511.8pp |
| Employer contribution / active EE | $22,779 | $3,068+642.5% | $2,800+713.5% | $4,779+376.7% |
| Participant deferral / active EE | $4,761 | $4,050+17.5% | $3,704+28.5% | $5,609-15.1% |
| Admin fee / account holder | $23,603 | $5,907+299.6% | $5,113+361.6% | $10,829+118.0% |