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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 | $88,710+58.0% | $81,783+71.4% | $145,959-4.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.39% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $3,934 | $3,083+27.6% | $2,913+35.1% | $4,661-15.6% |
| Participant deferral / active EE | $8,027 | $4,645+72.8% | $4,320+85.8% | $6,689+20.0% |
| Admin fee / account holder | $3,986 | $8,407-52.6% | $7,380-46.0% | $13,398-70.2% |