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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 | $189,148 | $124,175+52.3% | $108,405+74.5% | $167,536+12.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.65% | 1380.13%-1369.5pp | 905.55%-894.9pp | 478.82%-468.2pp |
| Employer contribution / active EE | $3,662 | $4,188-12.5% | $3,559+2.9% | $4,839-24.3% |
| Participant deferral / active EE | $12,195 | $6,908+76.5% | $6,563+85.8% | $6,342+92.3% |
| Admin fee / account holder | $1,687 | $9,457-82.2% | $7,297-76.9% | $12,315-86.3% |