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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 | $174,100 | $88,815+96.0% | $81,882+112.6% | $145,897+19.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.33% | 1033.75%-1018.4pp | 779.47%-764.1pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,736 | $3,086-11.3% | $2,916-6.2% | $4,663-41.3% |
| Participant deferral / active EE | $13,796 | $4,647+196.9% | $4,323+219.1% | $6,689+106.2% |
| Admin fee / account holder | $5,572 | $8,434-33.9% | $7,360-24.3% | $13,390-58.4% |