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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 | $113,831 | $101,653+12.0% | $147,080-22.6% | $74,459+52.9% |
| Participation rate | 83.5% | 75.6%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 21.96% | 8754.98%-8733.0pp | 420.17%-398.2pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $5,114 | $3,813+34.1% | $4,933+3.7% | $2,626+94.8% |
| Participant deferral / active EE | $12,619 | $7,304+72.8% | $8,066+56.4% | $4,350+190.1% |
| Admin fee / account holder | $7,920 | $1,752+352.2% | $12,989-39.0% | $1,945+307.3% |