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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 | $118,194 | $109,863+7.6% | $98,477+20.0% | $167,518-29.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.63% | 1958.09%-1944.5pp | 1493.59%-1480.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,770 | $3,225-14.1% | $2,961-6.4% | $4,838-42.7% |
| Participant deferral / active EE | $4,466 | $4,673-4.4% | $4,276+4.4% | $6,342-29.6% |
| Admin fee / account holder | $1,251 | $6,755-81.5% | $5,951-79.0% | $12,312-89.8% |