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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 | $174,072 | $72,446+140.3% | $67,561+157.7% | $145,877+19.3% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 13.61% | 7211.98%-7198.4pp | 3525.44%-3511.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $11,001 | $3,072+258.1% | $2,735+302.3% | $4,663+135.9% |
| Participant deferral / active EE | $11,493 | $4,785+140.2% | $4,003+187.1% | $6,691+71.8% |
| Admin fee / account holder | $50,121 | $5,541+804.5% | $4,006+1151.3% | $13,402+274.0% |