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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 | $86,046 | $99,011-13.1% | $86,582-0.6% | $147,586-41.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 9.01% | 1312.75%-1303.7pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $7,116 | $3,132+127.2% | $2,839+150.6% | $4,876+45.9% |
| Participant deferral / active EE | $5,071 | $3,972+27.7% | $3,609+40.5% | $5,439-6.8% |
| Admin fee / account holder | $109,793 | $5,709+1823.2% | $4,904+2138.8% | $10,886+908.6% |