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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 | $88,873 | $96,361-7.8% | $80,607+10.3% | $139,456-36.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 11.91% | 1350.95%-1339.0pp | 936.11%-924.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $7,499 | $3,262+129.9% | $2,724+175.3% | $4,753+57.8% |
| Participant deferral / active EE | $6,915 | $5,232+32.2% | $4,448+55.5% | $6,711+3.0% |
| Admin fee / account holder | $1,087 | $6,601-83.5% | $5,379-79.8% | $11,407-90.5% |