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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 | $108,753 | $156,970-30.7% | $121,210-10.3% | $139,487-22.0% |
| Participation rate | 95.2% | 76.5%+18.8pp | 69.5%+25.7pp | 80.3%+14.9pp |
| Annual return | 17.49% | 1477.10%-1459.6pp | 987.41%-969.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $6,792 | $5,546+22.5% | $4,171+62.8% | $4,755+42.8% |
| Participant deferral / active EE | $5,557 | $4,849+14.6% | $4,084+36.1% | $6,713-17.2% |
| Admin fee / account holder | $8,533 | $6,947+22.8% | $5,647+51.1% | $11,407-25.2% |