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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 | $112,684 | $109,872+2.6% | $98,483+14.4% | $167,536-32.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 18.09% | 1959.31%-1941.2pp | 1494.38%-1476.3pp | 478.82%-460.7pp |
| Employer contribution / active EE | $9,948 | $3,225+208.5% | $2,961+236.0% | $4,839+105.6% |
| Participant deferral / active EE | $6,010 | $4,673+28.6% | $4,276+40.5% | $6,342-5.2% |
| Admin fee / account holder | $718 | $6,757-89.4% | $5,953-87.9% | $12,315-94.2% |