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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 | $75,252 | $226,105-66.7% | $182,540-58.8% | $152,897-50.8% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.5%+4.2pp |
| Annual return | 28.62% | 192.58%-164.0pp | 148.58%-120.0pp | 345.43%-316.8pp |
| Employer contribution / active EE | $9,911 | $4,978+99.1% | $4,076+143.2% | $4,764+108.1% |
| Participant deferral / active EE | $11,433 | $6,370+79.5% | $5,525+106.9% | $5,851+95.4% |
| Admin fee / account holder | $770 | $10,706-92.8% | $8,593-91.0% | $11,599-93.4% |