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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 | $62,285 | $234,190-73.4% | $180,320-65.5% | $198,609-68.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.5%+16.0pp | 82.4%+5.1pp |
| Annual return | 10.15% | 1057.44%-1047.3pp | 778.54%-768.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $6,722 | $5,258+27.8% | $4,108+63.6% | $5,055+33.0% |
| Participant deferral / active EE | $10,812 | $4,988+116.7% | $4,304+151.2% | $6,977+55.0% |
| Admin fee / account holder | $11,395 | $12,558-9.3% | $10,000+13.9% | $19,030-40.1% |