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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 | $88,754+143.7% | $81,820+164.3% | $145,877+48.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.79% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $15,414 | $3,085+399.6% | $2,915+428.8% | $4,663+230.6% |
| Participant deferral / active EE | $2,946 | $4,648-36.6% | $4,323-31.9% | $6,691-56.0% |
| Admin fee / account holder | $361 | $8,424-95.7% | $7,391-95.1% | $13,402-97.3% |