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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 | $80,984 | $72,403+11.9% | $67,524+19.9% | $145,978-44.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 19.62% | 7197.23%-7177.6pp | 3519.41%-3499.8pp | 550.52%-530.9pp |
| Employer contribution / active EE | $2,445 | $3,072-20.4% | $2,734-10.6% | $4,662-47.5% |
| Participant deferral / active EE | $2,877 | $4,782-39.8% | $4,001-28.1% | $6,690-57.0% |
| Admin fee / account holder | $3,517 | $5,541-36.5% | $4,001-12.1% | $13,400-73.8% |