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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 | $82,427 | $88,710-7.1% | $81,783+0.8% | $145,959-43.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.69% | 1027.26%-1014.6pp | 775.05%-762.4pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,276 | $3,083+6.3% | $2,913+12.5% | $4,661-29.7% |
| Participant deferral / active EE | $4,335 | $4,645-6.7% | $4,320+0.3% | $6,689-35.2% |
| Admin fee / account holder | $43,523 | $8,407+417.7% | $7,380+489.7% | $13,398+224.8% |