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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 | $71,178 | $155,840-54.3% | $124,694-42.9% | $167,553-57.5% |
| Participation rate | 82.6% | 81.1%+1.5pp | 74.6%+8.0pp | 82.1%+0.5pp |
| Annual return | 16.01% | 17.98%-2.0pp | 5144.82%-5128.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $6,840 | $4,165+64.2% | $3,325+105.7% | $4,840+41.3% |
| Participant deferral / active EE | $12,757 | $5,675+124.8% | $4,615+176.4% | $6,343+101.1% |
| Admin fee / account holder | $10,605 | $9,536+11.2% | $7,495+41.5% | $12,316-13.9% |