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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 | $10,700 | $90,614-88.2% | $76,089-85.9% | $145,877-92.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 339.69% | 623.80%-284.1pp | 360.94%-21.3pp | 551.28%-211.6pp |
| Employer contribution / active EE | $3,100 | $3,324-6.8% | $2,690+15.2% | $4,663-33.5% |
| Participant deferral / active EE | $8,552 | $5,168+65.5% | $4,259+100.8% | $6,691+27.8% |
| Admin fee / account holder | $402 | $8,376-95.2% | $6,418-93.7% | $13,402-97.0% |