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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 | $88,778+57.9% | $81,844+71.2% | $145,884-3.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.39% | 1033.03%-1017.6pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,934 | $3,087+27.4% | $2,916+34.9% | $4,662-15.6% |
| Participant deferral / active EE | $8,027 | $4,648+72.7% | $4,323+85.7% | $6,690+20.0% |
| Admin fee / account holder | $3,986 | $8,430-52.7% | $7,355-45.8% | $13,392-70.2% |