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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 | $107,858 | $99,031+8.9% | $86,597+24.6% | $147,585-26.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 15.95% | 1312.56%-1296.6pp | 964.96%-949.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $903 | $3,132-71.2% | $2,840-68.2% | $4,876-81.5% |
| Participant deferral / active EE | $1,343 | $3,972-66.2% | $3,609-62.8% | $5,439-75.3% |
| Admin fee / account holder | $9,699 | $5,711+69.9% | $4,906+97.7% | $10,885-10.9% |