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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 | $106,670 | $88,702+20.3% | $81,780+30.4% | $145,978-26.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 15.84% | 1029.12%-1013.3pp | 776.27%-760.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $5,358 | $3,084+73.7% | $2,914+83.9% | $4,662+14.9% |
| Participant deferral / active EE | $10,723 | $4,645+130.9% | $4,321+148.2% | $6,690+60.3% |
| Admin fee / account holder | $14,059 | $8,414+67.1% | $7,384+90.4% | $13,400+4.9% |