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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 | $56,114 | $99,031-43.3% | $86,597-35.2% | $147,585-62.0% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 9.09% | 1312.56%-1303.5pp | 964.96%-955.9pp | 578.57%-569.5pp |
| Employer contribution / active EE | $3,716 | $3,132+18.6% | $2,840+30.9% | $4,876-23.8% |
| Participant deferral / active EE | $6,439 | $3,972+62.1% | $3,609+78.4% | $5,439+18.4% |
| Admin fee / account holder | $15,568 | $5,711+172.6% | $4,906+217.3% | $10,885+43.0% |