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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 | $202,439 | $171,867+17.8% | $149,721+35.2% | $147,586+37.2% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 12.95% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,069 | $6,275-67.0% | $5,444-62.0% | $4,876-57.6% |
| Participant deferral / active EE | $7,886 | $7,270+8.5% | $6,568+20.1% | $5,439+45.0% |
| Admin fee / account holder | $1,264 | $13,799-90.8% | $11,282-88.8% | $10,886-88.4% |