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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 | $88,710+96.3% | $81,783+112.9% | $145,959+19.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.33% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,736 | $3,083-11.3% | $2,913-6.1% | $4,661-41.3% |
| Participant deferral / active EE | $13,796 | $4,645+197.0% | $4,320+219.3% | $6,689+106.3% |
| Admin fee / account holder | $5,572 | $8,407-33.7% | $7,380-24.5% | $13,398-58.4% |