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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 | $88,710+20.8% | $81,783+31.0% | $145,959-26.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 14.24% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $10,941 | $3,083+254.8% | $2,913+275.6% | $4,661+134.7% |
| Participant deferral / active EE | $12,715 | $4,645+173.7% | $4,320+194.3% | $6,689+90.1% |
| Admin fee / account holder | $531 | $8,407-93.7% | $7,380-92.8% | $13,398-96.0% |