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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 | $114,213 | $72,403+57.7% | $67,524+69.1% | $145,978-21.8% |
| Participation rate | 84.2% | 76.9%+7.3pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 9.68% | 7197.23%-7187.5pp | 3519.41%-3509.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,310 | $3,072-57.3% | $2,734-52.1% | $4,662-71.9% |
| Participant deferral / active EE | $2,711 | $4,782-43.3% | $4,001-32.3% | $6,690-59.5% |
| Admin fee / account holder | $1,705 | $5,541-69.2% | $4,001-57.4% | $13,400-87.3% |