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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 | $241,946 | $169,356+42.9% | $129,406+87.0% | $145,897+65.8% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 13.04% | 14418.62%-14405.6pp | 9468.18%-9455.1pp | 552.29%-539.3pp |
| Employer contribution / active EE | $7,225 | $5,542+30.4% | $4,155+73.9% | $4,663+55.0% |
| Participant deferral / active EE | $11,545 | $4,987+131.5% | $4,167+177.0% | $6,689+72.6% |
| Admin fee / account holder | $27,280 | $9,915+175.1% | $7,689+254.8% | $13,390+103.7% |