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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 | $88,815+20.7% | $81,882+30.9% | $145,897-26.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 23.95% | 1033.75%-1009.8pp | 779.47%-755.5pp | 552.29%-528.3pp |
| Employer contribution / active EE | $3,000 | $3,086-2.8% | $2,916+2.9% | $4,663-35.7% |
| Participant deferral / active EE | $11,410 | $4,647+145.5% | $4,323+163.9% | $6,689+70.6% |
| Admin fee / account holder | $2,963 | $8,434-64.9% | $7,360-59.7% | $13,390-77.9% |