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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 | $86,227 | $88,778-2.9% | $81,844+5.4% | $145,884-40.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.89% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $4,740 | $3,087+53.6% | $2,916+62.5% | $4,662+1.7% |
| Participant deferral / active EE | $11,147 | $4,648+139.8% | $4,323+157.8% | $6,690+66.6% |
| Admin fee / account holder | $10,615 | $8,430+25.9% | $7,355+44.3% | $13,392-20.7% |