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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 | $117,347 | $88,778+32.2% | $81,844+43.4% | $145,884-19.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 23.81% | 1033.03%-1009.2pp | 778.87%-755.1pp | 551.85%-528.0pp |
| Employer contribution / active EE | $3,525 | $3,087+14.2% | $2,916+20.9% | $4,662-24.4% |
| Participant deferral / active EE | $3,249 | $4,648-30.1% | $4,323-24.9% | $6,690-51.4% |
| Admin fee / account holder | $2,124 | $8,430-74.8% | $7,355-71.1% | $13,392-84.1% |