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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 | $80,801 | $102,635-21.3% | $86,209-6.3% | $139,456-42.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 501.28% | 1923.53%-1422.3pp | 1169.05%-667.8pp | 373.45%+127.8pp |
| Employer contribution / active EE | $2,711 | $3,034-10.6% | $2,381+13.8% | $4,753-43.0% |
| Participant deferral / active EE | $4,757 | $4,677+1.7% | $3,986+19.3% | $6,711-29.1% |
| Admin fee / account holder | $1,630 | $8,661-81.2% | $6,853-76.2% | $11,407-85.7% |