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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 | $128,439 | $65,423+96.3% | $98,477+30.4% | $85,856+49.6% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 14.09% | 21.76%-7.7pp | 1493.59%-1479.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $8,837 | $2,168+307.6% | $2,961+198.5% | $2,565+244.5% |
| Participant deferral / active EE | $8,231 | $3,167+159.9% | $4,276+92.5% | $3,952+108.3% |
| Admin fee / account holder | $5,637 | $4,594+22.7% | $5,951-5.3% | $6,261-10.0% |