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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 | $102,201 | $101,499+0.7% | $147,005-30.5% | $74,546+37.1% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 21.63% | 8732.34%-8710.7pp | 418.76%-397.1pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $6,695 | $3,811+75.7% | $4,934+35.7% | $2,624+155.1% |
| Participant deferral / active EE | $17,741 | $7,304+142.9% | $8,070+119.8% | $4,347+308.1% |
| Admin fee / account holder | $6,810 | $1,748+289.6% | $13,006-47.6% | $1,944+250.4% |