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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 | $109,583 | $72,465+51.2% | $67,575+62.2% | $145,884-24.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.94% | 7222.56%-7206.6pp | 3528.98%-3513.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,099 | $3,074+65.9% | $2,736+86.4% | $4,662+9.4% |
| Participant deferral / active EE | $6,346 | $4,786+32.6% | $4,003+58.5% | $6,690-5.1% |
| Admin fee / account holder | $1,351 | $5,515-75.5% | $3,993-66.2% | $13,392-89.9% |