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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 | $119,787 | $88,710+35.0% | $81,783+46.5% | $145,959-17.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 15.64% | 1027.26%-1011.6pp | 775.05%-759.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,427 | $3,083-21.3% | $2,913-16.7% | $4,661-47.9% |
| Participant deferral / active EE | $7,202 | $4,645+55.1% | $4,320+66.7% | $6,689+7.7% |
| Admin fee / account holder | $184,603 | $8,407+2095.8% | $7,380+2401.4% | $13,398+1277.9% |