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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 | $92,165 | $88,754+3.8% | $81,820+12.6% | $145,877-36.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 13.55% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,908 | $3,085+59.1% | $2,915+68.4% | $4,663+5.2% |
| Participant deferral / active EE | $9,315 | $4,648+100.4% | $4,323+115.5% | $6,691+39.2% |
| Admin fee / account holder | $26,114 | $8,424+210.0% | $7,391+253.3% | $13,402+94.9% |