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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 | $217,784 | $88,710+145.5% | $81,783+166.3% | $145,959+49.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 12.45% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $7,345 | $3,083+138.2% | $2,913+152.2% | $4,661+57.6% |
| Participant deferral / active EE | $16,683 | $4,645+259.2% | $4,320+286.2% | $6,689+149.4% |
| Admin fee / account holder | $77,909 | $8,407+826.7% | $7,380+955.7% | $13,398+481.5% |