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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 | $237,965 | $101,653+134.1% | $147,080+61.8% | $74,459+219.6% |
| Participation rate | 88.5% | 75.6%+13.0pp | 82.2%+6.4pp | 67.2%+21.3pp |
| Annual return | 17.34% | 8754.98%-8737.6pp | 420.17%-402.8pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $8,449 | $3,813+121.6% | $4,933+71.3% | $2,626+221.8% |
| Participant deferral / active EE | $22,446 | $7,304+207.3% | $8,066+178.3% | $4,350+416.0% |
| Admin fee / account holder | $23,218 | $1,752+1225.6% | $12,989+78.8% | $1,945+1093.9% |