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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 | $169,361+42.9% | $129,397+87.0% | $145,877+65.9% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 13.04% | 14395.54%-14382.5pp | 9453.98%-9440.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $7,225 | $5,542+30.4% | $4,154+73.9% | $4,663+54.9% |
| Participant deferral / active EE | $11,545 | $4,987+131.5% | $4,167+177.0% | $6,691+72.6% |
| Admin fee / account holder | $27,280 | $9,903+175.5% | $7,679+255.3% | $13,402+103.5% |