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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 | $81,883 | $72,465+13.0% | $67,575+21.2% | $145,884-43.9% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 10.20% | 7222.56%-7212.4pp | 3528.98%-3518.8pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,457 | $3,074+77.5% | $2,736+99.5% | $4,662+17.0% |
| Participant deferral / active EE | $9,415 | $4,786+96.7% | $4,003+135.2% | $6,690+40.7% |
| Admin fee / account holder | $3,344 | $5,515-39.4% | $3,993-16.2% | $13,392-75.0% |