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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 | $110,657 | $99,017+11.8% | $86,587+27.8% | $147,585-25.0% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 15.80% | 1312.37%-1296.6pp | 964.86%-949.1pp | 578.56%-562.8pp |
| Employer contribution / active EE | $3,467 | $3,132+10.7% | $2,839+22.1% | $4,876-28.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,542 | $5,710-20.5% | $4,906-7.4% | $10,885-58.3% |