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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 | $215,993 | $63,346+241.0% | $92,240+134.2% | $70,126+208.0% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 13.80% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $11,451 | $2,471+363.4% | $3,680+211.2% | $2,343+388.9% |
| Participant deferral / active EE | $9,382 | $2,854+228.8% | $3,897+140.7% | $3,332+181.6% |
| Admin fee / account holder | $1,819 | $3,841-52.6% | $5,194-65.0% | $4,645-60.8% |