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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 | $160,040-47.9% | $147,096-43.3% | $145,877-42.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 64.90% | 98.49%-33.6pp | 419.75%-354.8pp | 551.28%-486.4pp |
| Employer contribution / active EE | $8,585 | $5,289+62.3% | $4,936+73.9% | $4,663+84.1% |
| Participant deferral / active EE | $9,839 | $8,429+16.7% | $8,071+21.9% | $6,691+47.1% |
| Admin fee / account holder | $9,053 | $15,050-39.8% | $13,005-30.4% | $13,402-32.5% |