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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 | $108,084 | $76,368+41.5% | $67,681+59.7% | $154,746-30.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.64% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,985 | $3,151+26.5% | $2,678+48.8% | $4,379-9.0% |
| Participant deferral / active EE | $11,718 | $4,824+142.9% | $3,976+194.7% | $6,730+74.1% |
| Admin fee / account holder | $9,060 | $8,559+5.8% | $6,100+48.5% | $14,365-36.9% |