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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 | $217,134 | $80,812+168.7% | $160,784+35.0% | $82,448+163.4% |
| Participation rate | 95.3% | 66.2%+29.1pp | 77.0%+18.4pp | 68.1%+27.3pp |
| Annual return | 14.73% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $6,603 | $2,174+203.7% | $3,733+76.9% | $2,551+158.8% |
| Participant deferral / active EE | $6,747 | $4,335+55.6% | $6,293+7.2% | $4,139+63.0% |
| Admin fee / account holder | $22,482 | $7,695+192.2% | $9,717+131.4% | $7,234+210.8% |