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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 | $213,381 | $72,071+196.1% | $68,368+212.1% | $137,256+55.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 22.34% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $21,179 | $2,788+659.7% | $2,649+699.5% | $4,156+409.6% |
| Participant deferral / active EE | $3,897 | $4,410-11.6% | $4,123-5.5% | $6,407-39.2% |
| Admin fee / account holder | $32,153 | $5,336+502.6% | $5,150+524.3% | $12,270+162.0% |