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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 | $208,464 | $63,346+229.1% | $92,240+126.0% | $70,126+197.3% |
| Participation rate | 97.7% | 68.7%+29.1pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 13.30% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $7,380 | $2,471+198.6% | $3,680+100.6% | $2,343+215.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23,628 | $3,841+515.2% | $5,194+354.9% | $4,645+408.6% |