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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 | $88,735 | $68,097+30.3% | $62,929+41.0% | $137,256-35.4% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | 13.67% | 1859.11%-1845.4pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,880 | $2,811+73.6% | $2,505+94.9% | $4,156+17.4% |
| Participant deferral / active EE | $3,144 | $4,553-30.9% | $3,888-19.1% | $6,407-50.9% |
| Admin fee / account holder | $9,332 | $6,521+43.1% | $5,065+84.3% | $12,270-23.9% |