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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 | $213,281 | $65,434+226.0% | $98,483+116.6% | $85,847+148.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.54% | 21.75%-7.2pp | 1494.38%-1479.8pp | 318.61%-304.1pp |
| Employer contribution / active EE | $6,241 | $2,169+187.7% | $2,961+110.8% | $2,565+143.3% |
| Participant deferral / active EE | $4,392 | $3,168+38.6% | $4,276+2.7% | $3,952+11.1% |
| Admin fee / account holder | $6,326 | $4,595+37.7% | $5,953+6.3% | $6,261+1.0% |