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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 | $95,014 | $72,396+31.2% | $67,511+40.7% | $145,959-34.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 10.02% | 7194.07%-7184.1pp | 3517.41%-3507.4pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,930 | $3,071-4.6% | $2,733+7.2% | $4,661-37.1% |
| Participant deferral / active EE | $2,972 | $4,781-37.8% | $4,000-25.7% | $6,689-55.6% |
| Admin fee / account holder | $8,901 | $5,538+60.7% | $3,999+122.6% | $13,398-33.6% |