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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 | $75,871 | $114,073-33.5% | $96,161-21.1% | $167,518-54.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 19.26% | 189.95%-170.7pp | 192.01%-172.7pp | 478.71%-459.5pp |
| Employer contribution / active EE | $3,128 | $3,428-8.8% | $2,798+11.8% | $4,838-35.4% |
| Participant deferral / active EE | $4,872 | $5,195-6.2% | $4,349+12.0% | $6,342-23.2% |
| Admin fee / account holder | $440 | $6,899-93.6% | $5,538-92.1% | $12,312-96.4% |