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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 | $135,294 | $88,815+52.3% | $81,882+65.2% | $145,897-7.3% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 14.80% | 1033.75%-1018.9pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,117 | $3,086+65.8% | $2,916+75.5% | $4,663+9.7% |
| Participant deferral / active EE | $3,364 | $4,647-27.6% | $4,323-22.2% | $6,689-49.7% |
| Admin fee / account holder | $17,121 | $8,434+103.0% | $7,360+132.6% | $13,390+27.9% |