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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 | $88,778+145.3% | $81,844+166.1% | $145,884+49.3% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 12.45% | 1033.03%-1020.6pp | 778.87%-766.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $7,345 | $3,087+137.9% | $2,916+151.8% | $4,662+57.5% |
| Participant deferral / active EE | $16,683 | $4,648+258.9% | $4,323+285.9% | $6,690+149.4% |
| Admin fee / account holder | $77,909 | $8,430+824.2% | $7,355+959.2% | $13,392+481.8% |