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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 | $132,956 | $57,305+132.0% | $86,640+53.5% | $75,173+76.9% |
| Participation rate | 96.6% | 63.2%+33.3pp | 71.7%+24.8pp | 67.2%+29.3pp |
| Annual return | 19.10% | 2674.24%-2655.1pp | 592.52%-573.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $8,493 | $2,316+266.7% | $3,024+180.8% | $2,671+218.0% |
| Participant deferral / active EE | $3,022 | $3,320-9.0% | $4,438-31.9% | $4,126-26.8% |
| Admin fee / account holder | $8,125 | $4,116+97.4% | $5,616+44.7% | $5,651+43.8% |