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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 | $169,237+43.0% | $129,339+87.1% | $145,978+65.7% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 13.04% | 14364.43%-14351.4pp | 9437.05%-9424.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $7,225 | $5,540+30.4% | $4,154+73.9% | $4,662+55.0% |
| Participant deferral / active EE | $11,545 | $4,991+131.3% | $4,170+176.9% | $6,690+72.6% |
| Admin fee / account holder | $27,280 | $9,882+176.1% | $7,668+255.8% | $13,400+103.6% |