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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 | $13,995 | $103,000-86.4% | $90,300-84.5% | $152,885-90.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 278.28% | 95.19%+183.1pp | 78.11%+200.2pp | 345.39%-67.1pp |
| Employer contribution / active EE | $2,857 | $3,138-9.0% | $2,854+0.1% | $4,763-40.0% |
| Participant deferral / active EE | $5,756 | $4,281+34.5% | $3,884+48.2% | $5,851-1.6% |
| Admin fee / account holder | $354 | $6,173-94.3% | $5,353-93.4% | $11,598-96.9% |