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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 | $126,287 | $88,815+42.2% | $81,882+54.2% | $145,897-13.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.44% | 1033.75%-1022.3pp | 779.47%-768.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $11,654 | $3,086+277.6% | $2,916+299.6% | $4,663+149.9% |
| Participant deferral / active EE | $8,178 | $4,647+76.0% | $4,323+89.2% | $6,689+22.3% |
| Admin fee / account holder | $74,446 | $8,434+782.6% | $7,360+911.5% | $13,390+456.0% |