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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 | $145,865 | $88,754+64.3% | $81,820+78.3% | $145,8770% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 11.97% | 1031.77%-1019.8pp | 777.93%-766.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,705 | $3,085+149.7% | $2,915+164.3% | $4,663+65.2% |
| Participant deferral / active EE | $6,413 | $4,648+38.0% | $4,323+48.3% | $6,691-4.2% |
| Admin fee / account holder | $63,943 | $8,424+659.1% | $7,391+765.2% | $13,402+377.1% |