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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 | $88,754+52.4% | $81,820+65.4% | $145,877-7.3% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 14.80% | 1031.77%-1017.0pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $5,117 | $3,085+65.9% | $2,915+75.5% | $4,663+9.7% |
| Participant deferral / active EE | $3,364 | $4,648-27.6% | $4,323-22.2% | $6,691-49.7% |
| Admin fee / account holder | $17,121 | $8,424+103.2% | $7,391+131.7% | $13,402+27.7% |