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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 | $88,815+57.8% | $81,882+71.2% | $145,897-3.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.39% | 1033.75%-1018.4pp | 779.47%-764.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,934 | $3,086+27.5% | $2,916+34.9% | $4,663-15.6% |
| Participant deferral / active EE | $8,027 | $4,647+72.7% | $4,323+85.7% | $6,689+20.0% |
| Admin fee / account holder | $3,986 | $8,434-52.7% | $7,360-45.8% | $13,390-70.2% |