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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 | $101,539+83.2% | $147,041+26.5% | $74,400+150.0% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.2pp | 67.2%+17.1pp |
| Annual return | 22.77% | 8740.84%-8718.1pp | 419.21%-396.4pp | 1367.51%-1344.7pp |
| Employer contribution / active EE | $6,715 | $3,811+76.2% | $4,935+36.1% | $2,624+155.9% |
| Participant deferral / active EE | $13,875 | $7,304+90.0% | $8,071+71.9% | $4,348+219.1% |
| Admin fee / account holder | $5,001 | $1,749+185.9% | $13,006-61.6% | $1,944+157.3% |