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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 | $199,100 | $72,426+174.9% | $67,560+194.7% | $145,897+36.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 9.48% | 7226.78%-7217.3pp | 3533.50%-3524.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $5,259 | $3,074+71.1% | $2,737+92.2% | $4,663+12.8% |
| Participant deferral / active EE | $11,217 | $4,785+134.4% | $4,004+180.2% | $6,689+67.7% |
| Admin fee / account holder | $71,790 | $5,514+1202.0% | $3,994+1697.5% | $13,390+436.1% |