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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 | $88,815+16.0% | $81,882+25.8% | $145,897-29.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 12.91% | 1033.75%-1020.8pp | 779.47%-766.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,752 | $3,086+54.0% | $2,916+62.9% | $4,663+1.9% |
| Participant deferral / active EE | $3,855 | $4,647-17.0% | $4,323-10.8% | $6,689-42.4% |
| Admin fee / account holder | $11,269 | $8,434+33.6% | $7,360+53.1% | $13,390-15.8% |