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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 | $140,155 | $88,754+57.9% | $81,820+71.3% | $145,877-3.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.39% | 1031.77%-1016.4pp | 777.93%-762.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,934 | $3,085+27.5% | $2,915+35.0% | $4,663-15.6% |
| Participant deferral / active EE | $8,027 | $4,648+72.7% | $4,323+85.7% | $6,691+20.0% |
| Admin fee / account holder | $3,986 | $8,424-52.7% | $7,391-46.1% | $13,402-70.3% |