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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 | $150,040 | $58,927+154.6% | $76,824+95.3% | $72,986+105.6% |
| Participation rate | 88.9% | 67.3%+21.6pp | 72.1%+16.8pp | 69.5%+19.4pp |
| Annual return | 23.46% | 2305.64%-2282.2pp | 1166.26%-1142.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,176 | $1,787+77.7% | $2,302+37.9% | $2,440+30.2% |
| Participant deferral / active EE | $7,224 | $2,690+168.5% | $3,336+116.5% | $3,607+100.2% |
| Admin fee / account holder | $13,813 | $4,013+244.2% | $6,421+115.1% | $5,124+169.6% |