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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 | $88,778+46.0% | $81,844+58.4% | $145,884-11.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 11.66% | 1033.03%-1021.4pp | 778.87%-767.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,694 | $3,087-45.1% | $2,916-41.9% | $4,662-63.7% |
| Participant deferral / active EE | $9,851 | $4,648+111.9% | $4,323+127.9% | $6,690+47.3% |
| Admin fee / account holder | $41,163 | $8,430+388.3% | $7,355+459.6% | $13,392+207.4% |