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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 | $101,126 | $96,419+4.9% | $80,648+25.4% | $139,487-27.5% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 12.58% | 1352.86%-1340.3pp | 937.21%-924.6pp | 373.84%-361.3pp |
| Employer contribution / active EE | $2,325 | $3,261-28.7% | $2,724-14.6% | $4,755-51.1% |
| Participant deferral / active EE | $5,883 | $5,225+12.6% | $4,443+32.4% | $6,713-12.4% |
| Admin fee / account holder | $11,844 | $6,605+79.3% | $5,382+120.1% | $11,407+3.8% |