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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 | $88,710+9.0% | $81,783+18.3% | $145,959-33.7% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 18.07% | 1027.26%-1009.2pp | 775.05%-757.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $5,183 | $3,083+68.1% | $2,913+78.0% | $4,661+11.2% |
| Participant deferral / active EE | $10,047 | $4,645+116.3% | $4,320+132.5% | $6,689+50.2% |
| Admin fee / account holder | $34,625 | $8,407+311.8% | $7,380+369.2% | $13,398+158.4% |