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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 | $72,465+50.1% | $67,575+60.9% | $145,884-25.5% |
| Participation rate | 84.6% | 76.9%+7.7pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 13.67% | 7222.56%-7208.9pp | 3528.98%-3515.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,058 | $3,074-33.0% | $2,736-24.8% | $4,662-55.9% |
| Participant deferral / active EE | $5,709 | $4,786+19.3% | $4,003+42.6% | $6,690-14.7% |
| Admin fee / account holder | $7,304 | $5,515+32.4% | $3,993+82.9% | $13,392-45.5% |