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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 | $94,704 | $99,031-4.4% | $86,597+9.4% | $147,585-35.8% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.75% | 1312.56%-1295.8pp | 964.96%-948.2pp | 578.57%-561.8pp |
| Employer contribution / active EE | $3,274 | $3,132+4.5% | $2,840+15.3% | $4,876-32.9% |
| Participant deferral / active EE | $5,135 | $3,972+29.3% | $3,609+42.3% | $5,439-5.6% |
| Admin fee / account holder | $1,765 | $5,711-69.1% | $4,906-64.0% | $10,885-83.8% |