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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 | $124,461 | $88,778+40.2% | $81,844+52.1% | $145,884-14.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 11.50% | 1033.03%-1021.5pp | 778.87%-767.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $336 | $3,087-89.1% | $2,916-88.5% | $4,662-92.8% |
| Participant deferral / active EE | $6,138 | $4,648+32.0% | $4,323+42.0% | $6,690-8.2% |
| Admin fee / account holder | $23,098 | $8,430+174.0% | $7,355+214.0% | $13,392+72.5% |