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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 | $103,042 | $88,754+16.1% | $81,820+25.9% | $145,877-29.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 12.91% | 1031.77%-1018.9pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,752 | $3,085+54.0% | $2,915+63.0% | $4,663+1.9% |
| Participant deferral / active EE | $3,855 | $4,648-17.1% | $4,323-10.8% | $6,691-42.4% |
| Admin fee / account holder | $11,269 | $8,424+33.8% | $7,391+52.5% | $13,402-15.9% |