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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 | $183,186 | $88,754+106.4% | $81,820+123.9% | $145,877+25.6% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 10.82% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,903 | $3,085+156.1% | $2,915+171.1% | $4,663+69.5% |
| Participant deferral / active EE | $14,302 | $4,648+207.7% | $4,323+230.9% | $6,691+113.8% |
| Admin fee / account holder | $37,196 | $8,424+341.6% | $7,391+403.3% | $13,402+177.5% |