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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 | $99,943 | $88,778+12.6% | $81,844+22.1% | $145,884-31.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.82% | 1033.03%-1023.2pp | 778.87%-769.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,249 | $3,087+5.2% | $2,916+11.4% | $4,662-30.3% |
| Participant deferral / active EE | $4,334 | $4,648-6.8% | $4,323+0.2% | $6,690-35.2% |
| Admin fee / account holder | $4,923 | $8,430-41.6% | $7,355-33.1% | $13,392-63.2% |