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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 | $191,801 | $101,653+88.7% | $147,080+30.4% | $74,459+157.6% |
| Participation rate | 92.7% | 75.6%+17.1pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 14.07% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $9,393 | $3,813+146.3% | $4,933+90.4% | $2,626+257.7% |
| Participant deferral / active EE | $6,251 | $7,304-14.4% | $8,066-22.5% | $4,350+43.7% |
| Admin fee / account holder | $10,421 | $1,752+494.9% | $12,989-19.8% | $1,945+435.8% |