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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 | $246,506 | $88,754+177.7% | $81,820+201.3% | $145,877+69.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 28.18% | 1031.77%-1003.6pp | 777.93%-749.8pp | 551.28%-523.1pp |
| Employer contribution / active EE | $10,904 | $3,085+253.4% | $2,915+274.1% | $4,663+133.8% |
| Participant deferral / active EE | $5,321 | $4,648+14.5% | $4,323+23.1% | $6,691-20.5% |
| Admin fee / account holder | $7,533 | $8,424-10.6% | $7,391+1.9% | $13,402-43.8% |