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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 | $220,615 | $101,653+117.0% | $147,080+50.0% | $74,459+196.3% |
| Participation rate | 90.1% | 75.6%+14.5pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.87% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $15,012 | $3,813+293.7% | $4,933+204.3% | $2,626+471.7% |
| Participant deferral / active EE | $7,592 | $7,304+3.9% | $8,066-5.9% | $4,350+74.5% |
| Admin fee / account holder | $7,578 | $1,752+332.7% | $12,989-41.7% | $1,945+289.7% |