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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 | $108,741 | $72,403+50.2% | $67,524+61.0% | $145,978-25.5% |
| Participation rate | 84.6% | 76.9%+7.7pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 13.67% | 7197.23%-7183.6pp | 3519.41%-3505.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,058 | $3,072-33.0% | $2,734-24.7% | $4,662-55.8% |
| Participant deferral / active EE | $5,709 | $4,782+19.4% | $4,001+42.7% | $6,690-14.7% |
| Admin fee / account holder | $7,304 | $5,541+31.8% | $4,001+82.6% | $13,400-45.5% |