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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 | $120,697 | $96,388+25.2% | $80,627+49.7% | $139,466-13.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 19.44% | 1352.08%-1332.6pp | 936.76%-917.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,880 | $3,260-42.3% | $2,723-31.0% | $4,754-60.5% |
| Participant deferral / active EE | $6,733 | $5,224+28.9% | $4,443+51.6% | $6,712+0.3% |
| Admin fee / account holder | $15,100 | $6,603+128.7% | $5,381+180.6% | $11,409+32.4% |