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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 | $92,151 | $96,691-4.7% | $86,656+6.3% | $139,487-33.9% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 41.81% | 106.87%-65.1pp | 593.09%-551.3pp | 373.84%-332.0pp |
| Employer contribution / active EE | $3,690 | $3,267+13.0% | $3,025+22.0% | $4,755-22.4% |
| Participant deferral / active EE | $7,061 | $4,838+45.9% | $4,439+59.1% | $6,713+5.2% |
| Admin fee / account holder | $5,693 | $6,414-11.2% | $5,619+1.3% | $11,407-50.1% |