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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 | $93,116 | $72,403+28.6% | $67,524+37.9% | $145,978-36.2% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 13.15% | 7197.23%-7184.1pp | 3519.41%-3506.3pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,991 | $3,072-35.2% | $2,734-27.2% | $4,662-57.3% |
| Participant deferral / active EE | $7,021 | $4,782+46.8% | $4,001+75.5% | $6,690+5.0% |
| Admin fee / account holder | $3,113 | $5,541-43.8% | $4,001-22.2% | $13,400-76.8% |