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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 | $163,350 | $99,011+65.0% | $86,582+88.7% | $147,586+10.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.73% | 1312.75%-1299.0pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,359 | $3,132-56.6% | $2,839-52.1% | $4,876-72.1% |
| Participant deferral / active EE | $6,468 | $3,972+62.8% | $3,609+79.2% | $5,439+18.9% |
| Admin fee / account holder | $9,452 | $5,709+65.6% | $4,904+92.7% | $10,886-13.2% |