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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 | $72,426+51.2% | $67,560+62.1% | $145,897-24.9% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 16.87% | 7226.78%-7209.9pp | 3533.50%-3516.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $7,332 | $3,074+138.5% | $2,737+167.9% | $4,663+57.3% |
| Participant deferral / active EE | $9,422 | $4,785+96.9% | $4,004+135.3% | $6,689+40.8% |
| Admin fee / account holder | $2,085 | $5,514-62.2% | $3,994-47.8% | $13,390-84.4% |