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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 | $72,465+57.6% | $67,575+69.0% | $145,884-21.7% |
| Participation rate | 84.2% | 76.9%+7.3pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 9.68% | 7222.56%-7212.9pp | 3528.98%-3519.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,310 | $3,074-57.4% | $2,736-52.1% | $4,662-71.9% |
| Participant deferral / active EE | $2,711 | $4,786-43.4% | $4,003-32.3% | $6,690-59.5% |
| Admin fee / account holder | $1,705 | $5,515-69.1% | $3,993-57.3% | $13,392-87.3% |