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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 | $72,396+57.8% | $67,511+69.2% | $145,959-21.7% |
| Participation rate | 84.2% | 76.9%+7.3pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 9.68% | 7194.07%-7184.4pp | 3517.41%-3507.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,310 | $3,071-57.3% | $2,733-52.0% | $4,661-71.9% |
| Participant deferral / active EE | $2,711 | $4,781-43.3% | $4,000-32.2% | $6,689-59.5% |
| Admin fee / account holder | $1,705 | $5,538-69.2% | $3,999-57.4% | $13,398-87.3% |