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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 | $201,559 | $154,754+30.2% | $124,206+62.3% | $138,895+45.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.6%+19.3pp | 79.9%+9.0pp |
| Annual return | 16.67% | 709.28%-692.6pp | 515.27%-498.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $9,328 | $4,446+109.8% | $3,540+163.5% | $4,194+122.4% |
| Participant deferral / active EE | $5,669 | $4,621+22.7% | $3,968+42.9% | $6,396-11.4% |
| Admin fee / account holder | $186,531 | $6,690+2688.3% | $5,929+3046.3% | $12,562+1384.9% |