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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 | $112,314 | $124,187-9.6% | $108,410+3.6% | $167,518-33.0% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 17.57% | 1379.80%-1362.2pp | 905.34%-887.8pp | 478.71%-461.1pp |
| Employer contribution / active EE | $4,325 | $4,187+3.3% | $3,558+21.5% | $4,838-10.6% |
| Participant deferral / active EE | $11,488 | $6,908+66.3% | $6,562+75.1% | $6,342+81.1% |
| Admin fee / account holder | $24,206 | $9,456+156.0% | $7,296+231.8% | $12,312+96.6% |