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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 | $124,243 | $88,710+40.1% | $81,783+51.9% | $145,959-14.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.14% | 1027.26%-1013.1pp | 775.05%-760.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,824 | $3,083+24.0% | $2,913+31.3% | $4,661-18.0% |
| Participant deferral / active EE | $9,604 | $4,645+106.8% | $4,320+122.3% | $6,689+43.6% |
| Admin fee / account holder | $1,059 | $8,407-87.4% | $7,380-85.6% | $13,398-92.1% |