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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 | $120,552 | $88,710+35.9% | $81,783+47.4% | $145,959-17.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 17.16% | 1027.26%-1010.1pp | 775.05%-757.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,668 | $3,083+19.0% | $2,913+25.9% | $4,661-21.3% |
| Participant deferral / active EE | $10,082 | $4,645+117.1% | $4,320+133.4% | $6,689+50.7% |
| Admin fee / account holder | $31,523 | $8,407+275.0% | $7,380+327.1% | $13,398+135.3% |