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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 | $41,588 | $121,701-65.8% | $104,639-60.3% | $158,982-73.8% |
| Participation rate | 78.6% | 77.5%+1.0pp | 74.1%+4.5pp | 82.0%-3.4pp |
| Annual return | 42.46% | 465.72%-423.3pp | 340.67%-298.2pp | 302.99%-260.5pp |
| Employer contribution / active EE | $3,500 | $3,165+10.6% | $2,682+30.5% | $4,763-26.5% |
| Participant deferral / active EE | $5,437 | $4,176+30.2% | $3,738+45.5% | $5,983-9.1% |
| Admin fee / account holder | $10,386 | $7,778+33.5% | $6,465+60.6% | $11,252-7.7% |