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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 | $183,418 | $99,009+85.3% | $86,581+111.8% | $147,585+24.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.85% | 1312.70%-1296.9pp | 965.06%-949.2pp | 578.58%-562.7pp |
| Employer contribution / active EE | $2,735 | $3,132-12.7% | $2,840-3.7% | $4,876-43.9% |
| Participant deferral / active EE | $8,524 | $3,972+114.6% | $3,609+136.2% | $5,439+56.7% |
| Admin fee / account holder | $453 | $5,709-92.1% | $4,904-90.8% | $10,886-95.8% |