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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 | $191,160 | $88,702+115.5% | $81,780+133.7% | $145,978+31.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.55% | 1029.12%-1016.6pp | 776.27%-763.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $5,405 | $3,084+75.2% | $2,914+85.5% | $4,662+15.9% |
| Participant deferral / active EE | $9,456 | $4,645+103.6% | $4,321+118.9% | $6,690+41.4% |
| Admin fee / account holder | $17,710 | $8,414+110.5% | $7,384+139.8% | $13,400+32.2% |