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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 | $82,526 | $58,241+41.7% | $81,780+0.9% | $80,911+2.0% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.4%+15.6pp | 67.6%+20.4pp |
| Annual return | 11.44% | 41.73%-30.3pp | 776.27%-764.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,541 | $2,343+8.4% | $2,914-12.8% | $2,756-7.8% |
| Participant deferral / active EE | $3,304 | $3,283+0.7% | $4,321-23.5% | $4,297-23.1% |
| Admin fee / account holder | $8,521 | $4,973+71.3% | $7,384+15.4% | $6,935+22.9% |