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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 | $107,163 | $88,815+20.7% | $81,882+30.9% | $145,897-26.5% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 14.24% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $10,941 | $3,086+254.5% | $2,916+275.2% | $4,663+134.6% |
| Participant deferral / active EE | $12,715 | $4,647+173.6% | $4,323+194.1% | $6,689+90.1% |
| Admin fee / account holder | $531 | $8,434-93.7% | $7,360-92.8% | $13,390-96.0% |