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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 | $218,771 | $68,097+221.3% | $62,929+247.6% | $137,256+59.4% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 20.47% | 1859.11%-1838.6pp | 1063.93%-1043.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,199 | $2,811+49.4% | $2,505+67.7% | $4,156+1.0% |
| Participant deferral / active EE | $11,328 | $4,553+148.8% | $3,888+191.3% | $6,407+76.8% |
| Admin fee / account holder | $1,855 | $6,521-71.6% | $5,065-63.4% | $12,270-84.9% |