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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 | $59,296 | $88,702-33.2% | $81,780-27.5% | $145,978-59.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.83% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $5,485 | $3,084+77.8% | $2,914+88.3% | $4,662+17.7% |
| Participant deferral / active EE | $11,389 | $4,645+145.2% | $4,321+163.6% | $6,690+70.2% |
| Admin fee / account holder | $9,803 | $8,414+16.5% | $7,384+32.8% | $13,400-26.8% |