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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 | $114,073 | $88,778+28.5% | $81,844+39.4% | $145,884-21.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 16.32% | 1033.03%-1016.7pp | 778.87%-762.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,485 | $3,087-51.9% | $2,916-49.1% | $4,662-68.2% |
| Participant deferral / active EE | $5,558 | $4,648+19.6% | $4,323+28.6% | $6,690-16.9% |
| Admin fee / account holder | $18,440 | $8,430+118.7% | $7,355+150.7% | $13,392+37.7% |