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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 | $109,933 | $99,009+11.0% | $86,581+27.0% | $147,585-25.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.28% | 1312.70%-1299.4pp | 965.06%-951.8pp | 578.58%-565.3pp |
| Employer contribution / active EE | $7,592 | $3,132+142.4% | $2,840+167.4% | $4,876+55.7% |
| Participant deferral / active EE | $7,508 | $3,972+89.0% | $3,609+108.1% | $5,439+38.1% |
| Admin fee / account holder | $52,233 | $5,709+814.9% | $4,904+965.1% | $10,886+379.8% |