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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 | $101,591+117.2% | $147,096+50.0% | $74,429+196.4% |
| Participation rate | 90.1% | 75.5%+14.6pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.87% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $15,012 | $3,813+293.8% | $4,936+204.1% | $2,625+471.9% |
| Participant deferral / active EE | $7,592 | $7,302+4.0% | $8,071-5.9% | $4,348+74.6% |
| Admin fee / account holder | $7,578 | $1,750+333.0% | $13,005-41.7% | $1,944+289.8% |