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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 | $88,097 | $109,905-19.8% | $98,506-10.6% | $167,553-47.4% |
| Participation rate | 78.3% | 75.8%+2.4pp | 73.3%+4.9pp | 82.1%-3.9pp |
| Annual return | 31.55% | 1960.20%-1928.6pp | 1494.92%-1463.4pp | 478.89%-447.3pp |
| Employer contribution / active EE | $3,860 | $3,226+19.7% | $2,961+30.3% | $4,840-20.2% |
| Participant deferral / active EE | $8,030 | $4,674+71.8% | $4,277+87.7% | $6,343+26.6% |
| Admin fee / account holder | $25,650 | $6,760+279.4% | $5,955+330.8% | $12,316+108.3% |