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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 | $211,850 | $58,391+262.8% | $76,667+176.3% | $72,976+190.3% |
| Participation rate | 97.9% | 67.4%+30.5pp | 72.1%+25.8pp | 69.5%+28.4pp |
| Annual return | 23.79% | 2306.65%-2282.9pp | 1166.74%-1142.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $4,650 | $1,787+160.2% | $2,303+101.9% | $2,440+90.6% |
| Participant deferral / active EE | $3,785 | $2,690+40.7% | $3,336+13.5% | $3,608+4.9% |
| Admin fee / account holder | $11,851 | $4,014+195.2% | $6,423+84.5% | $5,124+131.3% |