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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 | $98,425 | $99,031-0.6% | $86,597+13.7% | $147,585-33.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.41% | 1312.56%-1301.1pp | 964.96%-953.5pp | 578.57%-567.2pp |
| Employer contribution / active EE | $2,927 | $3,132-6.6% | $2,840+3.1% | $4,876-40.0% |
| Participant deferral / active EE | $2,079 | $3,972-47.7% | $3,609-42.4% | $5,439-61.8% |
| Admin fee / account holder | $24,861 | $5,711+335.4% | $4,906+406.8% | $10,885+128.4% |