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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 | $101,591+88.8% | $147,096+30.4% | $74,429+157.7% |
| Participation rate | 92.7% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 14.07% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $9,393 | $3,813+146.4% | $4,936+90.3% | $2,625+257.8% |
| Participant deferral / active EE | $6,251 | $7,302-14.4% | $8,071-22.6% | $4,348+43.7% |
| Admin fee / account holder | $10,421 | $1,750+495.5% | $13,005-19.9% | $1,944+436.0% |