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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 | $116,737 | $99,011+17.9% | $86,582+34.8% | $147,586-20.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 18.57% | 1312.75%-1294.2pp | 965.08%-946.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,175 | $3,132-30.5% | $2,839-23.4% | $4,876-55.4% |
| Participant deferral / active EE | $3,834 | $3,972-3.5% | $3,609+6.2% | $5,439-29.5% |
| Admin fee / account holder | $631 | $5,709-89.0% | $4,904-87.1% | $10,886-94.2% |