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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 | $167,498 | $88,778+88.7% | $81,844+104.7% | $145,884+14.8% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 11.05% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,017 | $3,087-34.7% | $2,916-30.8% | $4,662-56.7% |
| Participant deferral / active EE | $6,020 | $4,648+29.5% | $4,323+39.2% | $6,690-10.0% |
| Admin fee / account holder | $3,627 | $8,430-57.0% | $7,355-50.7% | $13,392-72.9% |