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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 | $50,092 | $202,342-75.2% | $172,752-71.0% | $152,897-67.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 14.00% | 1029.83%-1015.8pp | 802.97%-789.0pp | 345.43%-331.4pp |
| Employer contribution / active EE | $2,698 | $5,858-53.9% | $5,144-47.6% | $4,764-43.4% |
| Participant deferral / active EE | $3,927 | $5,948-34.0% | $5,198-24.5% | $5,851-32.9% |
| Admin fee / account holder | $99,838 | $17,111+483.5% | $13,955+615.4% | $11,599+760.7% |