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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 | $127,008 | $96,388+31.8% | $80,627+57.5% | $139,466-8.9% |
| Participation rate | 77.3% | 73.6%+3.6pp | 67.0%+10.3pp | 80.3%-3.1pp |
| Annual return | 13.57% | 1352.08%-1338.5pp | 936.76%-923.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $3,777 | $3,260+15.9% | $2,723+38.7% | $4,754-20.5% |
| Participant deferral / active EE | $5,621 | $5,224+7.6% | $4,443+26.5% | $6,712-16.3% |
| Admin fee / account holder | $2,026 | $6,603-69.3% | $5,381-62.3% | $11,409-82.2% |