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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 | $55,470+246.2% | $155,556+23.4% | $74,478+157.8% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 17.91% | 269.80%-251.9pp | 64.84%-46.9pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $10,763 | $2,267+374.8% | $4,675+130.2% | $2,626+309.8% |
| Participant deferral / active EE | $6,091 | $2,838+114.6% | $5,631+8.2% | $4,350+40.0% |
| Admin fee / account holder | $1,058 | $1,744-39.3% | $15,885-93.3% | $1,946-45.6% |