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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 | $136,156 | $102,663+32.6% | $86,216+57.9% | $139,466-2.4% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 13.46% | 1924.52%-1911.1pp | 1169.42%-1156.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $6,961 | $3,035+129.4% | $2,382+192.3% | $4,754+46.4% |
| Participant deferral / active EE | $5,548 | $4,677+18.6% | $3,986+39.2% | $6,712-17.3% |
| Admin fee / account holder | $6,333 | $8,663-26.9% | $6,853-7.6% | $11,409-44.5% |