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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 | $186,061 | $57,305+224.7% | $86,640+114.8% | $75,173+147.5% |
| Participation rate | 91.4% | 63.2%+28.2pp | 71.7%+19.7pp | 67.2%+24.2pp |
| Annual return | 17.72% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $8,941 | $2,316+286.0% | $3,024+195.6% | $2,671+234.8% |
| Participant deferral / active EE | $9,417 | $3,320+183.7% | $4,438+112.2% | $4,126+128.2% |
| Admin fee / account holder | $8,916 | $4,116+116.6% | $5,616+58.8% | $5,651+57.8% |