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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 | $76,368+16.2% | $67,681+31.1% | $154,746-42.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 73.7%+4.8pp | 80.7%-2.1pp |
| Annual return | 13.67% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,880 | $3,151+54.9% | $2,678+82.2% | $4,379+11.4% |
| Participant deferral / active EE | $3,144 | $4,824-34.8% | $3,976-20.9% | $6,730-53.3% |
| Admin fee / account holder | $9,332 | $8,559+9.0% | $6,100+53.0% | $14,365-35.0% |