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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 | $121,155 | $88,702+36.6% | $81,780+48.1% | $145,978-17.0% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.35% | 1029.12%-1015.8pp | 776.27%-762.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $9,171 | $3,084+197.3% | $2,914+214.7% | $4,662+96.7% |
| Participant deferral / active EE | $11,981 | $4,645+157.9% | $4,321+177.3% | $6,690+79.1% |
| Admin fee / account holder | $12,775 | $8,414+51.8% | $7,384+73.0% | $13,400-4.7% |