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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 | $99,821 | $88,815+12.4% | $81,882+21.9% | $145,897-31.6% |
| Participation rate | 77.3% | 75.1%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 11.25% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $7,601 | $3,086+146.3% | $2,916+160.7% | $4,663+63.0% |
| Participant deferral / active EE | $2,903 | $4,647-37.5% | $4,323-32.9% | $6,689-56.6% |
| Admin fee / account holder | $18,629 | $8,434+120.9% | $7,360+153.1% | $13,390+39.1% |