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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 | $230,290 | $101,591+126.7% | $147,096+56.6% | $74,429+209.4% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.27% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $2,139 | $3,813-43.9% | $4,936-56.7% | $2,625-18.5% |
| Participant deferral / active EE | $8,485 | $7,302+16.2% | $8,071+5.1% | $4,348+95.1% |
| Admin fee / account holder | $23,864 | $1,750+1263.6% | $13,005+83.5% | $1,944+1127.4% |