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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 | $224,634 | $97,732+129.8% | $83,831+168.0% | $135,380+65.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 12.22% | 1287.56%-1275.3pp | 850.99%-838.8pp | 519.81%-507.6pp |
| Employer contribution / active EE | $1,401 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $7,631 | $4,683+63.0% | $4,082+87.0% | $5,609+36.1% |
| Admin fee / account holder | $31,197 | $6,675+367.4% | $5,479+469.4% | $10,828+188.1% |