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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 | $19,379 | $138,078-86.0% | $125,363-84.5% | $134,509-85.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 66.70% | 750.49%-683.8pp | 572.15%-505.4pp | 418.13%-351.4pp |
| Employer contribution / active EE | $3,303 | $5,245-37.0% | $4,815-31.4% | $4,741-30.3% |
| Participant deferral / active EE | $7,602 | $7,800-2.5% | $7,447+2.1% | $6,400+18.8% |
| Admin fee / account holder | $16,716 | $11,566+44.5% | $10,005+67.1% | $11,427+46.3% |