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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 | $88,754+42.3% | $81,820+54.3% | $145,877-13.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.44% | 1031.77%-1020.3pp | 777.93%-766.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $11,654 | $3,085+277.7% | $2,915+299.8% | $4,663+149.9% |
| Participant deferral / active EE | $8,178 | $4,648+76.0% | $4,323+89.2% | $6,691+22.2% |
| Admin fee / account holder | $74,446 | $8,424+783.8% | $7,391+907.3% | $13,402+455.5% |