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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 | $153,672 | $88,815+73.0% | $81,882+87.7% | $145,897+5.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.97% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $9,100 | $3,086+194.9% | $2,916+212.1% | $4,663+95.2% |
| Participant deferral / active EE | $3,522 | $4,647-24.2% | $4,323-18.5% | $6,689-47.3% |
| Admin fee / account holder | $1,972 | $8,434-76.6% | $7,360-73.2% | $13,390-85.3% |