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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 | $114,928 | $101,672+13.0% | $147,117-21.9% | $74,478+54.3% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 15.78% | 8757.83%-8742.0pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $6,983 | $3,813+83.1% | $4,932+41.6% | $2,626+165.9% |
| Participant deferral / active EE | $10,757 | $7,305+47.3% | $8,065+33.4% | $4,350+147.3% |
| Admin fee / account holder | $4,892 | $1,753+179.1% | $12,993-62.3% | $1,946+151.4% |