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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 | $137,255 | $100,938+36.0% | $90,461+51.7% | $158,982-13.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 8.90% | 1727.20%-1718.3pp | 1294.76%-1285.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,772 | $3,691-52.0% | $3,264-45.7% | $4,763-62.8% |
| Participant deferral / active EE | $7,232 | $4,350+66.3% | $3,964+82.4% | $5,983+20.9% |
| Admin fee / account holder | $32,245 | $6,510+395.3% | $5,617+474.1% | $11,252+186.6% |