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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 | $99,547 | $88,754+12.2% | $81,820+21.7% | $145,877-31.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 19.86% | 1031.77%-1011.9pp | 777.93%-758.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $8,841 | $3,085+186.5% | $2,915+203.3% | $4,663+89.6% |
| Participant deferral / active EE | $5,877 | $4,648+26.4% | $4,323+36.0% | $6,691-12.2% |
| Admin fee / account holder | $2,032 | $8,424-75.9% | $7,391-72.5% | $13,402-84.8% |