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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 | $211,352 | $68,097+210.4% | $62,929+235.9% | $137,256+54.0% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 17.44% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,836 | $2,811+143.2% | $2,505+172.9% | $4,156+64.5% |
| Participant deferral / active EE | $10,908 | $4,553+139.6% | $3,888+180.5% | $6,407+70.3% |
| Admin fee / account holder | $10,882 | $6,521+66.9% | $5,065+114.9% | $12,270-11.3% |