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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 | $85,217 | $124,187-31.4% | $108,410-21.4% | $167,518-49.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.67% | 1379.80%-1367.1pp | 905.34%-892.7pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,575 | $4,187-38.5% | $3,558-27.6% | $4,838-46.8% |
| Participant deferral / active EE | $4,693 | $6,908-32.1% | $6,562-28.5% | $6,342-26.0% |
| Admin fee / account holder | $42,727 | $9,456+351.9% | $7,296+485.7% | $12,312+247.0% |