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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 | $94,954 | $60,139+57.9% | $90,461+5.0% | $79,856+18.9% |
| Participation rate | 80.4% | 65.0%+15.4pp | 72.7%+7.7pp | 69.6%+10.8pp |
| Annual return | 303.00% | 71.96%+231.0pp | 1294.76%-991.8pp | 31.71%+271.3pp |
| Employer contribution / active EE | $1,979 | $2,069-4.3% | $3,264-39.4% | $2,471-19.9% |
| Participant deferral / active EE | $3,364 | $2,939+14.5% | $3,964-15.2% | $3,741-10.1% |
| Admin fee / account holder | $5,970 | $3,978+50.1% | $5,617+6.3% | $5,306+12.5% |