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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 | $109,583 | $72,403+51.4% | $67,524+62.3% | $145,978-24.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.94% | 7197.23%-7181.3pp | 3519.41%-3503.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $5,099 | $3,072+66.0% | $2,734+86.5% | $4,662+9.4% |
| Participant deferral / active EE | $6,346 | $4,782+32.7% | $4,001+58.6% | $6,690-5.1% |
| Admin fee / account holder | $1,351 | $5,541-75.6% | $4,001-66.2% | $13,400-89.9% |