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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 | $84,327 | $109,863-23.2% | $98,477-14.4% | $167,518-49.7% |
| Participation rate | 90.5% | 75.8%+14.6pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 34.89% | 1958.09%-1923.2pp | 1493.59%-1458.7pp | 478.71%-443.8pp |
| Employer contribution / active EE | $2,774 | $3,225-14.0% | $2,961-6.3% | $4,838-42.7% |
| Participant deferral / active EE | $5,225 | $4,673+11.8% | $4,276+22.2% | $6,342-17.6% |
| Admin fee / account holder | $4,362 | $6,755-35.4% | $5,951-26.7% | $12,312-64.6% |