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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 | $36,024 | $149,040-75.8% | $120,225-70.0% | $137,256-73.8% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 13.51% | 605.68%-592.2pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,132 | $4,350-5.0% | $3,475+18.9% | $4,156-0.6% |
| Participant deferral / active EE | $4,245 | $4,655-8.8% | $3,999+6.2% | $6,407-33.7% |
| Admin fee / account holder | $8,072 | $6,348+27.2% | $5,696+41.7% | $12,270-34.2% |