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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 | $222,004 | $102,663+116.2% | $86,216+157.5% | $139,466+59.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 18.56% | 1924.52%-1906.0pp | 1169.42%-1150.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $13,028 | $3,035+329.3% | $2,382+447.0% | $4,754+174.0% |
| Participant deferral / active EE | $7,772 | $4,677+66.2% | $3,986+95.0% | $6,712+15.8% |
| Admin fee / account holder | $7,182 | $8,663-17.1% | $6,853+4.8% | $11,409-37.1% |