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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 | $178,276 | $76,785+132.2% | $56,441+215.9% | $145,959+22.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 14.19% | 3000.51%-2986.3pp | 1704.21%-1690.0pp | 561.95%-547.8pp |
| Employer contribution / active EE | $8,009 | $1,381+480.2% | $1,039+670.8% | $4,661+71.8% |
| Participant deferral / active EE | $1,053 | $2,624-59.9% | $1,953-46.1% | $6,689-84.3% |
| Admin fee / account holder | $9,798 | $3,334+193.9% | $2,829+246.3% | $13,398-26.9% |