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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 | $105,746 | $100,060+5.7% | $149,721-29.4% | $70,126+50.8% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 20.46% | 27.46%-7.0pp | 1501.67%-1481.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,632 | $3,661-55.4% | $5,444-70.0% | $2,343-30.3% |
| Participant deferral / active EE | $7,198 | $4,982+44.5% | $6,568+9.6% | $3,332+116.0% |
| Admin fee / account holder | $11,055 | $8,285+33.4% | $11,282-2.0% | $4,645+138.0% |