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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 | $72,446+31.2% | $67,561+40.6% | $145,877-34.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 10.02% | 7211.98%-7202.0pp | 3525.44%-3515.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,930 | $3,072-4.6% | $2,735+7.1% | $4,663-37.2% |
| Participant deferral / active EE | $2,972 | $4,785-37.9% | $4,003-25.7% | $6,691-55.6% |
| Admin fee / account holder | $8,901 | $5,541+60.6% | $4,006+122.2% | $13,402-33.6% |