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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 | $88,702+56.1% | $81,780+69.3% | $145,978-5.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 16.24% | 1029.12%-1012.9pp | 776.27%-760.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $4,699 | $3,084+52.4% | $2,914+61.3% | $4,662+0.8% |
| Participant deferral / active EE | $9,893 | $4,645+113.0% | $4,321+129.0% | $6,690+47.9% |
| Admin fee / account holder | $37,989 | $8,414+351.5% | $7,384+414.5% | $13,400+183.5% |