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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 | $88,702-7.1% | $81,780+0.8% | $145,978-43.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.69% | 1029.12%-1016.4pp | 776.27%-763.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,276 | $3,084+6.2% | $2,914+12.4% | $4,662-29.7% |
| Participant deferral / active EE | $4,335 | $4,645-6.7% | $4,321+0.3% | $6,690-35.2% |
| Admin fee / account holder | $43,523 | $8,414+417.2% | $7,384+489.4% | $13,400+224.8% |