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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 | $134,964 | $96,388+40.0% | $80,627+67.4% | $139,466-3.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 14.99% | 1352.08%-1337.1pp | 936.76%-921.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,763 | $3,260+15.4% | $2,723+38.2% | $4,754-20.9% |
| Participant deferral / active EE | $10,112 | $5,224+93.5% | $4,443+127.6% | $6,712+50.7% |
| Admin fee / account holder | $6,520 | $6,603-1.3% | $5,381+21.2% | $11,409-42.9% |