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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 | $177,083 | $104,577+69.3% | $76,667+131.0% | $152,909+15.8% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.5%+3.3pp |
| Annual return | 22.14% | 1014.36%-992.2pp | 1166.74%-1144.6pp | 345.46%-323.3pp |
| Employer contribution / active EE | $8,445 | $3,119+170.8% | $2,303+266.7% | $4,764+77.3% |
| Participant deferral / active EE | $6,149 | $4,237+45.1% | $3,336+84.3% | $5,851+5.1% |
| Admin fee / account holder | $2,593 | $12,290-78.9% | $6,423-59.6% | $11,601-77.6% |