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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 | $56,677 | $99,011-42.8% | $86,582-34.5% | $147,586-61.6% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 18.98% | 1312.75%-1293.8pp | 965.08%-946.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,749 | $3,132-12.2% | $2,839-3.2% | $4,876-43.6% |
| Participant deferral / active EE | $8,122 | $3,972+104.5% | $3,609+125.1% | $5,439+49.3% |
| Admin fee / account holder | $3,414 | $5,709-40.2% | $4,904-30.4% | $10,886-68.6% |