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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 | $88,702+35.9% | $81,780+47.4% | $145,978-17.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 17.16% | 1029.12%-1012.0pp | 776.27%-759.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $3,668 | $3,084+18.9% | $2,914+25.9% | $4,662-21.3% |
| Participant deferral / active EE | $10,082 | $4,645+117.0% | $4,321+133.3% | $6,690+50.7% |
| Admin fee / account holder | $31,523 | $8,414+274.6% | $7,384+326.9% | $13,400+135.2% |