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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 | $221,273 | $88,754+149.3% | $81,820+170.4% | $145,877+51.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 9.60% | 1031.77%-1022.2pp | 777.93%-768.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $5,414 | $3,085+75.5% | $2,915+85.7% | $4,663+16.1% |
| Participant deferral / active EE | $12,001 | $4,648+158.2% | $4,323+177.6% | $6,691+79.4% |
| Admin fee / account holder | $1,103 | $8,424-86.9% | $7,391-85.1% | $13,402-91.8% |