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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 | $96,101 | $76,785+25.2% | $56,441+70.3% | $145,959-34.2% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 18.03% | 3000.51%-2982.5pp | 1704.21%-1686.2pp | 561.95%-543.9pp |
| Employer contribution / active EE | $8,854 | $1,381+541.4% | $1,039+752.1% | $4,661+90.0% |
| Participant deferral / active EE | $9,530 | $2,624+263.2% | $1,953+388.0% | $6,689+42.5% |
| Admin fee / account holder | $6,046 | $3,334+81.4% | $2,829+113.7% | $13,398-54.9% |