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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 | $88,815+8.9% | $81,882+18.1% | $145,897-33.7% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 18.07% | 1033.75%-1015.7pp | 779.47%-761.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,183 | $3,086+67.9% | $2,916+77.7% | $4,663+11.2% |
| Participant deferral / active EE | $10,047 | $4,647+116.2% | $4,323+132.4% | $6,689+50.2% |
| Admin fee / account holder | $34,625 | $8,434+310.5% | $7,360+370.5% | $13,390+158.6% |