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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 | $107,155 | $88,754+20.7% | $81,820+31.0% | $145,877-26.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 23.95% | 1031.77%-1007.8pp | 777.93%-754.0pp | 551.28%-527.3pp |
| Employer contribution / active EE | $3,000 | $3,085-2.8% | $2,915+2.9% | $4,663-35.7% |
| Participant deferral / active EE | $11,410 | $4,648+145.5% | $4,323+164.0% | $6,691+70.5% |
| Admin fee / account holder | $2,963 | $8,424-64.8% | $7,391-59.9% | $13,402-77.9% |