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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 | $136,888 | $96,419+42.0% | $80,648+69.7% | $139,487-1.9% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 14.97% | 1352.86%-1337.9pp | 937.21%-922.2pp | 373.84%-358.9pp |
| Employer contribution / active EE | $2,518 | $3,261-22.8% | $2,724-7.5% | $4,755-47.0% |
| Participant deferral / active EE | $6,743 | $5,225+29.0% | $4,443+51.8% | $6,713+0.5% |
| Admin fee / account holder | $26,385 | $6,605+299.5% | $5,382+390.2% | $11,407+131.3% |