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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 | $117,242 | $84,685+38.4% | $73,836+58.8% | $125,389-6.5% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | 2.43% | 3123.80%-3121.4pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $4,769 | $3,123+52.7% | $2,787+71.1% | $4,866-2.0% |
| Participant deferral / active EE | $3,728 | $3,993-6.6% | $3,583+4.1% | $5,352-30.3% |
| Admin fee / account holder | $2,366 | $5,694-58.5% | $4,882-51.5% | $9,541-75.2% |