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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 | $54,045 | $99,031-45.4% | $86,597-37.6% | $147,585-63.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 21.90% | 1312.56%-1290.7pp | 964.96%-943.1pp | 578.57%-556.7pp |
| Employer contribution / active EE | $4,685 | $3,132+49.6% | $2,840+65.0% | $4,876-3.9% |
| Participant deferral / active EE | $7,369 | $3,972+85.5% | $3,609+104.2% | $5,439+35.5% |
| Admin fee / account holder | $6,288 | $5,711+10.1% | $4,906+28.2% | $10,885-42.2% |