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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 | $98,152 | $72,465+35.4% | $67,575+45.2% | $145,884-32.7% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 13.21% | 7222.56%-7209.3pp | 3528.98%-3515.8pp | 551.85%-538.6pp |
| Employer contribution / active EE | $7,263 | $3,074+136.3% | $2,736+165.5% | $4,662+55.8% |
| Participant deferral / active EE | $4,691 | $4,786-2.0% | $4,003+17.2% | $6,690-29.9% |
| Admin fee / account holder | $4,667 | $5,515-15.4% | $3,993+16.9% | $13,392-65.2% |