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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 | $134,740 | $72,446+86.0% | $67,561+99.4% | $145,877-7.6% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 24.90% | 7211.98%-7187.1pp | 3525.44%-3500.5pp | 551.28%-526.4pp |
| Employer contribution / active EE | $8,495 | $3,072+176.5% | $2,735+210.6% | $4,663+82.2% |
| Participant deferral / active EE | $7,895 | $4,785+65.0% | $4,003+97.2% | $6,691+18.0% |
| Admin fee / account holder | $15,850 | $5,541+186.0% | $4,006+295.7% | $13,402+18.3% |