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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 | $121,680 | $99,011+22.9% | $86,582+40.5% | $147,586-17.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 17.56% | 1312.75%-1295.2pp | 965.08%-947.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,449 | $3,132-21.8% | $2,839-13.7% | $4,876-49.8% |
| Participant deferral / active EE | $5,427 | $3,972+36.6% | $3,609+50.4% | $5,439-0.2% |
| Admin fee / account holder | $565 | $5,709-90.1% | $4,904-88.5% | $10,886-94.8% |