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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 | $185,988 | $101,672+82.9% | $147,117+26.4% | $74,478+149.7% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 22.77% | 8757.83%-8735.1pp | 420.54%-397.8pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $6,715 | $3,813+76.1% | $4,932+36.1% | $2,626+155.7% |
| Participant deferral / active EE | $13,875 | $7,305+89.9% | $8,065+72.0% | $4,350+218.9% |
| Admin fee / account holder | $5,001 | $1,753+185.2% | $12,993-61.5% | $1,946+157.0% |