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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 | $96,737 | $88,754+9.0% | $81,820+18.2% | $145,877-33.7% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 18.07% | 1031.77%-1013.7pp | 777.93%-759.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $5,183 | $3,085+68.0% | $2,915+77.8% | $4,663+11.2% |
| Participant deferral / active EE | $10,047 | $4,648+116.2% | $4,323+132.4% | $6,691+50.2% |
| Admin fee / account holder | $34,625 | $8,424+311.0% | $7,391+368.5% | $13,402+158.4% |