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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 | $55,446+246.3% | $155,574+23.4% | $74,429+158.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 17.91% | 269.20%-251.3pp | 64.87%-47.0pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $10,763 | $2,266+374.9% | $4,676+130.2% | $2,625+310.0% |
| Participant deferral / active EE | $6,091 | $2,836+114.8% | $5,629+8.2% | $4,348+40.1% |
| Admin fee / account holder | $1,058 | $1,743-39.3% | $15,914-93.4% | $1,944-45.6% |