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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 | $85,065 | $88,815-4.2% | $81,882+3.9% | $145,897-41.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.80% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,141 | $3,086+1.8% | $2,916+7.7% | $4,663-32.6% |
| Participant deferral / active EE | $8,076 | $4,647+73.8% | $4,323+86.8% | $6,689+20.7% |
| Admin fee / account holder | $17,671 | $8,434+109.5% | $7,360+140.1% | $13,390+32.0% |