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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 | $190,316 | $102,663+85.4% | $86,216+120.7% | $139,466+36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1924.52%-1909.2pp | 1169.42%-1154.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $6,762 | $3,035+122.8% | $2,382+183.9% | $4,754+42.2% |
| Participant deferral / active EE | $5,287 | $4,677+13.0% | $3,986+32.6% | $6,712-21.2% |
| Admin fee / account holder | $14,370 | $8,663+65.9% | $6,853+109.7% | $11,409+26.0% |