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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 | $92,689 | $109,905-15.7% | $98,506-5.9% | $167,553-44.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 28.73% | 1960.20%-1931.5pp | 1494.92%-1466.2pp | 478.89%-450.2pp |
| Employer contribution / active EE | $4,236 | $3,226+31.3% | $2,961+43.0% | $4,840-12.5% |
| Participant deferral / active EE | $4,171 | $4,674-10.8% | $4,277-2.5% | $6,343-34.2% |
| Admin fee / account holder | $4,587 | $6,760-32.1% | $5,955-23.0% | $12,316-62.8% |