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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 | $111,326 | $100,911+10.3% | $90,440+23.1% | $158,966-30.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 15.88% | 1726.62%-1710.7pp | 1294.38%-1278.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $10,435 | $3,690+182.8% | $3,263+219.8% | $4,762+119.1% |
| Participant deferral / active EE | $7,223 | $4,348+66.1% | $3,964+82.2% | $5,983+20.7% |
| Admin fee / account holder | $8,528 | $6,507+31.1% | $5,615+51.9% | $11,250-24.2% |