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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 | $83,334 | $160,070-47.9% | $147,117-43.4% | $145,897-42.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 64.90% | 98.69%-33.8pp | 420.54%-355.6pp | 552.29%-487.4pp |
| Employer contribution / active EE | $8,585 | $5,285+62.5% | $4,932+74.1% | $4,663+84.1% |
| Participant deferral / active EE | $9,839 | $8,419+16.9% | $8,065+22.0% | $6,689+47.1% |
| Admin fee / account holder | $9,053 | $15,035-39.8% | $12,993-30.3% | $13,390-32.4% |