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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 | $111,053 | $88,778+25.1% | $81,844+35.7% | $145,884-23.9% |
| Participation rate | 76.9% | 75.1%+1.9pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 10.06% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $11,898 | $3,087+285.4% | $2,916+308.0% | $4,662+155.2% |
| Participant deferral / active EE | $10,243 | $4,648+120.4% | $4,323+136.9% | $6,690+53.1% |
| Admin fee / account holder | $1,985 | $8,430-76.5% | $7,355-73.0% | $13,392-85.2% |