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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 | $109,486 | $73,421+49.1% | $66,439+64.8% | $155,188-29.4% |
| Participation rate | 90.5% | 79.7%+10.8pp | 74.5%+16.0pp | 80.8%+9.7pp |
| Annual return | 10.35% | 1382.37%-1372.0pp | 757.66%-747.3pp | 148.84%-138.5pp |
| Employer contribution / active EE | $3,292 | $3,039+8.3% | $2,637+24.9% | $4,248-22.5% |
| Participant deferral / active EE | $3,984 | $4,680-14.9% | $3,876+2.8% | $6,531-39.0% |
| Admin fee / account holder | $3,000 | $8,856-66.1% | $6,173-51.4% | $14,480-79.3% |