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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 | $170,883 | $81,749+109.0% | $58,544+191.9% | $139,456+22.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 15.38% | 7425.45%-7410.1pp | 4249.56%-4234.2pp | 373.45%-358.1pp |
| Employer contribution / active EE | $6,449 | $1,398+361.3% | $1,053+512.4% | $4,753+35.7% |
| Participant deferral / active EE | $4,266 | $2,555+67.0% | $1,923+121.8% | $6,711-36.4% |
| Admin fee / account holder | $32,287 | $3,272+886.7% | $2,520+1181.4% | $11,407+183.0% |