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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 | $117,325 | $99,011+18.5% | $86,582+35.5% | $147,586-20.5% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 12.37% | 1312.75%-1300.4pp | 965.08%-952.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,875 | $3,132-40.1% | $2,839-34.0% | $4,876-61.6% |
| Participant deferral / active EE | $6,051 | $3,972+52.3% | $3,609+67.7% | $5,439+11.3% |
| Admin fee / account holder | $31,019 | $5,709+443.4% | $4,904+532.5% | $10,886+185.0% |