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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 | $123,204 | $99,011+24.4% | $86,582+42.3% | $147,586-16.5% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 12.13% | 1312.75%-1300.6pp | 965.08%-953.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,224 | $3,132-60.9% | $2,839-56.9% | $4,876-74.9% |
| Participant deferral / active EE | $4,980 | $3,972+25.4% | $3,609+38.0% | $5,439-8.4% |
| Admin fee / account holder | $5,138 | $5,709-10.0% | $4,904+4.8% | $10,886-52.8% |