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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 | $100,868+41.3% | $90,414+57.7% | $158,931-10.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 26.85% | 1724.58%-1697.7pp | 1293.19%-1266.3pp | 302.86%-276.0pp |
| Employer contribution / active EE | $14,013 | $3,689+279.8% | $3,262+329.5% | $4,761+194.3% |
| Participant deferral / active EE | $13,819 | $4,348+217.8% | $3,963+248.7% | $5,982+131.0% |
| Admin fee / account holder | $2,069 | $6,502-68.2% | $5,611-63.1% | $11,247-81.6% |