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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 | $190,898 | $96,123+98.6% | $77,361+146.8% | $198,609-3.9% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.0%+13.9pp | 82.4%+6.5pp |
| Annual return | 14.21% | 2054.81%-2040.6pp | 1011.54%-997.3pp | 202.70%-188.5pp |
| Employer contribution / active EE | $6,695 | $3,791+76.6% | $2,990+123.9% | $5,055+32.4% |
| Participant deferral / active EE | $6,168 | $4,975+24.0% | $3,911+57.7% | $6,977-11.6% |
| Admin fee / account holder | $3,425 | $9,471-63.8% | $5,894-41.9% | $19,030-82.0% |