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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 | $88,778+42.2% | $81,844+54.3% | $145,884-13.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.44% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $11,654 | $3,087+277.5% | $2,916+299.6% | $4,662+150.0% |
| Participant deferral / active EE | $8,178 | $4,648+75.9% | $4,323+89.2% | $6,690+22.3% |
| Admin fee / account holder | $74,446 | $8,430+783.1% | $7,355+912.1% | $13,392+455.9% |