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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 | $117,611 | $102,696+14.5% | $86,235+36.4% | $139,487-15.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.71% | 1925.91%-1909.2pp | 1170.03%-1153.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $6,661 | $3,034+119.5% | $2,381+179.7% | $4,755+40.1% |
| Participant deferral / active EE | $10,863 | $4,679+132.2% | $3,987+172.5% | $6,713+61.8% |
| Admin fee / account holder | $3,923 | $8,667-54.7% | $6,856-42.8% | $11,407-65.6% |