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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 | $192,021 | $55,472+246.2% | $155,567+23.4% | $74,546+157.6% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 17.91% | 268.72%-250.8pp | 64.74%-46.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $10,763 | $2,269+374.4% | $4,674+130.3% | $2,624+310.1% |
| Participant deferral / active EE | $6,091 | $2,838+114.6% | $5,628+8.2% | $4,347+40.1% |
| Admin fee / account holder | $1,058 | $1,743-39.3% | $15,916-93.4% | $1,944-45.6% |