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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 | $222,859 | $68,097+227.3% | $62,929+254.1% | $137,256+62.4% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 14.12% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,389 | $2,811+91.7% | $2,505+115.2% | $4,156+29.7% |
| Participant deferral / active EE | $8,746 | $4,553+92.1% | $3,888+124.9% | $6,407+36.5% |
| Admin fee / account holder | $2,262 | $6,521-65.3% | $5,065-55.3% | $12,270-81.6% |