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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 | $181,279 | $100,895+79.7% | $90,430+100.5% | $158,950+14.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 12.94% | 1725.54%-1712.6pp | 1293.73%-1280.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $10,528 | $3,689+185.4% | $3,262+222.7% | $4,762+121.1% |
| Participant deferral / active EE | $16,813 | $4,347+286.7% | $3,963+324.3% | $5,983+181.0% |
| Admin fee / account holder | $8,269 | $6,505+27.1% | $5,613+47.3% | $11,248-26.5% |