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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 | $101,591+83.1% | $147,096+26.4% | $74,429+149.9% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 22.77% | 8746.45%-8723.7pp | 419.75%-397.0pp | 1368.38%-1345.6pp |
| Employer contribution / active EE | $6,715 | $3,813+76.1% | $4,936+36.0% | $2,625+155.8% |
| Participant deferral / active EE | $13,875 | $7,302+90.0% | $8,071+71.9% | $4,348+219.1% |
| Admin fee / account holder | $5,001 | $1,750+185.8% | $13,005-61.5% | $1,944+157.2% |