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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 | $88,754+96.2% | $81,820+112.8% | $145,877+19.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.33% | 1031.77%-1016.4pp | 777.93%-762.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,736 | $3,085-11.3% | $2,915-6.1% | $4,663-41.3% |
| Participant deferral / active EE | $13,796 | $4,648+196.8% | $4,323+219.1% | $6,691+106.2% |
| Admin fee / account holder | $5,572 | $8,424-33.9% | $7,391-24.6% | $13,402-58.4% |