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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 | $97,607 | $65,434+49.2% | $98,483-0.9% | $85,847+13.7% |
| Participation rate | 82.3% | 65.0%+17.2pp | 73.3%+8.9pp | 69.3%+12.9pp |
| Annual return | 14.37% | 21.75%-7.4pp | 1494.38%-1480.0pp | 318.61%-304.2pp |
| Employer contribution / active EE | $4,505 | $2,169+107.7% | $2,961+52.1% | $2,565+75.6% |
| Participant deferral / active EE | $4,611 | $3,168+45.5% | $4,276+7.8% | $3,952+16.7% |
| Admin fee / account holder | $2,035 | $4,595-55.7% | $5,953-65.8% | $6,261-67.5% |