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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 | $76,368+176.8% | $67,681+212.3% | $154,746+36.6% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 17.44% | 1066.77%-1049.3pp | 590.58%-573.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,836 | $3,151+116.9% | $2,678+155.2% | $4,379+56.1% |
| Participant deferral / active EE | $10,908 | $4,824+126.1% | $3,976+174.4% | $6,730+62.1% |
| Admin fee / account holder | $10,882 | $8,559+27.1% | $6,100+78.4% | $14,365-24.2% |