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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 | $90,632 | $102,663-11.7% | $86,216+5.1% | $139,466-35.0% |
| Participation rate | 88.2% | 74.5%+13.7pp | 69.0%+19.3pp | 80.3%+7.9pp |
| Annual return | 13.86% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $4,226 | $3,035+39.3% | $2,382+77.5% | $4,754-11.1% |
| Participant deferral / active EE | $6,694 | $4,677+43.1% | $3,986+67.9% | $6,712-0.3% |
| Admin fee / account holder | $14,261 | $8,663+64.6% | $6,853+108.1% | $11,409+25.0% |