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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 | $95,254 | $99,652-4.4% | $78,778+20.9% | $147,586-35.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 516.18% | 47.28%+468.9pp | 35.62%+480.6pp | 578.59%-62.4pp |
| Employer contribution / active EE | $1,931 | $2,796-30.9% | $1,986-2.8% | $4,876-60.4% |
| Participant deferral / active EE | $3,013 | $3,664-17.8% | $2,958+1.8% | $5,439-44.6% |
| Admin fee / account holder | $26,631 | $7,155+272.2% | $5,134+418.7% | $10,886+144.6% |