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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 | $225,735 | $99,011+128.0% | $86,582+160.7% | $147,586+53.0% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 12.84% | 1312.75%-1299.9pp | 965.08%-952.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $12,559 | $3,132+301.0% | $2,839+342.3% | $4,876+157.6% |
| Participant deferral / active EE | $8,297 | $3,972+108.9% | $3,609+129.9% | $5,439+52.6% |
| Admin fee / account holder | $29,792 | $5,709+421.9% | $4,904+507.5% | $10,886+173.7% |