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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 | $241,266 | $60,139+301.2% | $90,461+166.7% | $79,856+202.1% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 18.50% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $7,249 | $2,069+250.4% | $3,264+122.1% | $2,471+193.4% |
| Participant deferral / active EE | $7,308 | $2,939+148.7% | $3,964+84.3% | $3,741+95.4% |
| Admin fee / account holder | $1,159 | $3,978-70.9% | $5,617-79.4% | $5,306-78.2% |