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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 | $141,442 | $88,815+59.3% | $81,882+72.7% | $145,897-3.1% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 13.98% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $11,972 | $3,086+287.9% | $2,916+310.6% | $4,663+156.8% |
| Participant deferral / active EE | $8,207 | $4,647+76.6% | $4,323+89.8% | $6,689+22.7% |
| Admin fee / account holder | $18,534 | $8,434+119.7% | $7,360+151.8% | $13,390+38.4% |