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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 | $138,540 | $156,970-11.7% | $121,210+14.3% | $139,487-0.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.76% | 1477.10%-1464.3pp | 987.41%-974.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $586 | $5,546-89.4% | $4,171-86.0% | $4,755-87.7% |
| Participant deferral / active EE | $11,785 | $4,849+143.0% | $4,084+188.6% | $6,713+75.6% |
| Admin fee / account holder | $1,485 | $6,947-78.6% | $5,647-73.7% | $11,407-87.0% |