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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 | $133,310 | $99,011+34.6% | $86,582+54.0% | $147,586-9.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.07% | 1312.75%-1301.7pp | 965.08%-954.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $10,462 | $3,132+234.0% | $2,839+268.4% | $4,876+114.5% |
| Participant deferral / active EE | $6,000 | $3,972+51.0% | $3,609+66.3% | $5,439+10.3% |
| Admin fee / account holder | $111,423 | $5,709+1851.8% | $4,904+2172.0% | $10,886+923.6% |