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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 | $88,702+25.2% | $81,780+35.8% | $145,978-23.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 10.06% | 1029.12%-1019.1pp | 776.27%-766.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $11,898 | $3,084+285.8% | $2,914+308.3% | $4,662+155.2% |
| Participant deferral / active EE | $10,243 | $4,645+120.5% | $4,321+137.1% | $6,690+53.1% |
| Admin fee / account holder | $1,985 | $8,414-76.4% | $7,384-73.1% | $13,400-85.2% |