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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 | $129,652 | $88,710+46.2% | $81,783+58.5% | $145,959-11.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.66% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,694 | $3,083-45.1% | $2,913-41.8% | $4,661-63.7% |
| Participant deferral / active EE | $9,851 | $4,645+112.1% | $4,320+128.0% | $6,689+47.3% |
| Admin fee / account holder | $41,163 | $8,407+389.6% | $7,380+457.8% | $13,398+207.2% |