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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 | $187,920 | $57,305+227.9% | $86,640+116.9% | $75,173+150.0% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 13.77% | 2674.24%-2660.5pp | 592.52%-578.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $4,846 | $2,316+109.2% | $3,024+60.2% | $2,671+81.4% |
| Participant deferral / active EE | $9,090 | $3,320+173.8% | $4,438+104.8% | $4,126+120.3% |
| Admin fee / account holder | $27,380 | $4,116+565.2% | $5,616+387.6% | $5,651+384.6% |