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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 | $83,085 | $109,872-24.4% | $98,483-15.6% | $167,536-50.4% |
| Participation rate | 78.3% | 75.8%+2.4pp | 73.3%+4.9pp | 82.1%-3.9pp |
| Annual return | 10.78% | 1959.31%-1948.5pp | 1494.38%-1483.6pp | 478.82%-468.0pp |
| Employer contribution / active EE | $6,573 | $3,225+103.8% | $2,961+122.0% | $4,839+35.8% |
| Participant deferral / active EE | $6,776 | $4,673+45.0% | $4,276+58.4% | $6,342+6.8% |
| Admin fee / account holder | $4,888 | $6,757-27.7% | $5,953-17.9% | $12,315-60.3% |