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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 | $120,576 | $102,595+17.5% | $94,057+28.2% | $154,746-22.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 16.68% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,914 | $3,147-7.4% | $2,933-0.7% | $4,379-33.5% |
| Participant deferral / active EE | $4,864 | $5,118-5.0% | $4,709+3.3% | $6,730-27.7% |
| Admin fee / account holder | $856 | $7,736-88.9% | $7,244-88.2% | $14,365-94.0% |