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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 | $109,513 | $72,446+51.2% | $67,561+62.1% | $145,877-24.9% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 16.87% | 7211.98%-7195.1pp | 3525.44%-3508.6pp | 551.28%-534.4pp |
| Employer contribution / active EE | $7,332 | $3,072+138.7% | $2,735+168.1% | $4,663+57.2% |
| Participant deferral / active EE | $9,422 | $4,785+96.9% | $4,003+135.4% | $6,691+40.8% |
| Admin fee / account holder | $2,085 | $5,541-62.4% | $4,006-47.9% | $13,402-84.4% |