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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 | $200,038 | $100,938+98.2% | $90,461+121.1% | $158,982+25.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 7.27% | 1727.20%-1719.9pp | 1294.76%-1287.5pp | 302.99%-295.7pp |
| Employer contribution / active EE | $11,273 | $3,691+205.4% | $3,264+245.4% | $4,763+136.7% |
| Participant deferral / active EE | $9,465 | $4,350+117.6% | $3,964+138.8% | $5,983+58.2% |
| Admin fee / account holder | $60,526 | $6,510+829.8% | $5,617+977.6% | $11,252+437.9% |