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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 | $111,272 | $96,419+15.4% | $80,648+38.0% | $139,487-20.2% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 21.38% | 1352.86%-1331.5pp | 937.21%-915.8pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,397 | $3,261-57.2% | $2,724-48.7% | $4,755-70.6% |
| Participant deferral / active EE | $3,463 | $5,225-33.7% | $4,443-22.1% | $6,713-48.4% |
| Admin fee / account holder | $18,144 | $6,605+174.7% | $5,382+237.1% | $11,407+59.1% |