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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 | $98,990 | $92,766+6.7% | $82,763+19.6% | $134,545-26.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 14.98% | 946.97%-932.0pp | 702.45%-687.5pp | 418.37%-403.4pp |
| Employer contribution / active EE | $12,202 | $3,273+272.8% | $3,008+305.6% | $4,742+157.3% |
| Participant deferral / active EE | $6,565 | $4,802+36.7% | $4,395+49.4% | $6,401+2.6% |
| Admin fee / account holder | $38,588 | $5,978+545.6% | $5,325+624.6% | $11,431+237.6% |