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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 | $93,751 | $49,199+90.6% | $121,204-22.6% | $75,173+24.7% |
| Participation rate | 97.5% | 55.4%+42.1pp | 69.5%+28.0pp | 67.2%+30.3pp |
| Annual return | 13.72% | 56.04%-42.3pp | 987.18%-973.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $5,377 | $1,547+247.5% | $4,170+29.0% | $2,671+101.3% |
| Participant deferral / active EE | $5,800 | $2,630+120.5% | $4,083+42.1% | $4,126+40.6% |
| Admin fee / account holder | $7,922 | $3,946+100.8% | $5,651+40.2% | $5,651+40.2% |