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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 | $249,201 | $101,591+145.3% | $147,096+69.4% | $74,429+234.8% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 27.17% | 8746.45%-8719.3pp | 419.75%-392.6pp | 1368.38%-1341.2pp |
| Employer contribution / active EE | $21,464 | $3,813+463.0% | $4,936+334.9% | $2,625+717.7% |
| Participant deferral / active EE | $14,502 | $7,302+98.6% | $8,071+79.7% | $4,348+233.5% |
| Admin fee / account holder | $17,119 | $1,750+878.2% | $13,005+31.6% | $1,944+780.5% |