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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 | $133,080 | $101,672+30.9% | $147,117-9.5% | $74,478+78.7% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.82% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $3,408 | $3,813-10.6% | $4,932-30.9% | $2,626+29.8% |
| Participant deferral / active EE | $11,301 | $7,305+54.7% | $8,065+40.1% | $4,350+159.8% |
| Admin fee / account holder | $9,039 | $1,753+415.6% | $12,993-30.4% | $1,946+364.5% |