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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 | $112,025 | $202,342-44.6% | $172,753-35.2% | $152,909-26.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 26.60% | 1029.88%-1003.3pp | 803.00%-776.4pp | 345.46%-318.9pp |
| Employer contribution / active EE | $3,406 | $5,857-41.9% | $5,144-33.8% | $4,764-28.5% |
| Participant deferral / active EE | $10,181 | $5,948+71.2% | $5,198+95.9% | $5,851+74.0% |
| Admin fee / account holder | $7,738 | $17,112-54.8% | $13,956-44.6% | $11,601-33.3% |