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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 | $142,559 | $100,938+41.2% | $90,461+57.6% | $158,982-10.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 26.85% | 1727.20%-1700.4pp | 1294.76%-1267.9pp | 302.99%-276.1pp |
| Employer contribution / active EE | $14,013 | $3,691+279.6% | $3,264+329.3% | $4,763+194.2% |
| Participant deferral / active EE | $13,819 | $4,350+217.7% | $3,964+248.6% | $5,983+131.0% |
| Admin fee / account holder | $2,069 | $6,510-68.2% | $5,617-63.2% | $11,252-81.6% |