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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 | $216,271 | $88,710+143.8% | $81,783+164.4% | $145,959+48.2% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.79% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $15,414 | $3,083+399.9% | $2,913+429.2% | $4,661+230.7% |
| Participant deferral / active EE | $2,946 | $4,645-36.6% | $4,320-31.8% | $6,689-56.0% |
| Admin fee / account holder | $361 | $8,407-95.7% | $7,380-95.1% | $13,398-97.3% |