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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 | $138,454 | $88,815+55.9% | $81,882+69.1% | $145,897-5.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 16.24% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $4,699 | $3,086+52.3% | $2,916+61.2% | $4,663+0.8% |
| Participant deferral / active EE | $9,893 | $4,647+112.9% | $4,323+128.8% | $6,689+47.9% |
| Admin fee / account holder | $37,989 | $8,434+350.4% | $7,360+416.2% | $13,390+183.7% |