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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 | $133,353 | $88,702+50.3% | $81,780+63.1% | $145,978-8.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.04% | 1029.12%-1015.1pp | 776.27%-762.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,888 | $3,084-6.4% | $2,914-0.9% | $4,662-38.1% |
| Participant deferral / active EE | $8,962 | $4,645+92.9% | $4,321+107.4% | $6,690+34.0% |
| Admin fee / account holder | $10,317 | $8,414+22.6% | $7,384+39.7% | $13,400-23.0% |