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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 | $85,463 | $109,411-21.9% | $89,435-4.4% | $158,982-46.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 44.77% | 345.68%-300.9pp | 245.55%-200.8pp | 302.99%-258.2pp |
| Employer contribution / active EE | $13,368 | $3,173+321.3% | $2,587+416.7% | $4,763+180.7% |
| Participant deferral / active EE | $12,498 | $4,600+171.7% | $3,890+221.2% | $5,983+108.9% |
| Admin fee / account holder | $603 | $6,159-90.2% | $4,884-87.7% | $11,252-94.6% |