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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 | $106,221 | $102,624+3.5% | $86,200+23.2% | $139,427-23.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 17.90% | 1922.69%-1904.8pp | 1168.58%-1150.7pp | 373.27%-355.4pp |
| Employer contribution / active EE | $4,596 | $3,033+51.5% | $2,381+93.1% | $4,752-3.3% |
| Participant deferral / active EE | $12,245 | $4,676+161.9% | $3,986+207.2% | $6,711+82.5% |
| Admin fee / account holder | $1,039 | $8,658-88.0% | $6,853-84.8% | $11,404-90.9% |