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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 | $81,236 | $90,607-10.3% | $79,467+2.2% | $135,380-40.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 8.66% | 977.74%-969.1pp | 718.30%-709.6pp | 519.81%-511.2pp |
| Employer contribution / active EE | $3,514 | $3,068+14.5% | $2,800+25.5% | $4,779-26.5% |
| Participant deferral / active EE | $10,128 | $4,050+150.0% | $3,704+173.4% | $5,609+80.6% |
| Admin fee / account holder | $178,735 | $5,895+2932.0% | $5,104+3401.7% | $10,828+1550.7% |