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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 | $42,699 | $88,754-51.9% | $81,820-47.8% | $145,877-70.7% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 138.52% | 1031.77%-893.2pp | 777.93%-639.4pp | 551.28%-412.8pp |
| Employer contribution / active EE | $3,471 | $3,085+12.5% | $2,915+19.1% | $4,663-25.6% |
| Participant deferral / active EE | $5,975 | $4,648+28.6% | $4,323+38.2% | $6,691-10.7% |
| Admin fee / account holder | $11,053 | $8,424+31.2% | $7,391+49.6% | $13,402-17.5% |