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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 | $155,011 | $63,346+144.7% | $92,240+68.1% | $70,126+121.0% |
| Participation rate | 95.1% | 68.7%+26.4pp | 76.5%+18.6pp | 69.5%+25.5pp |
| Annual return | 65.87% | 530.19%-464.3pp | 176.29%-110.4pp | 73.15%-7.3pp |
| Employer contribution / active EE | $6,785 | $2,471+174.6% | $3,680+84.4% | $2,343+189.7% |
| Participant deferral / active EE | $1,424 | $2,854-50.1% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $1,712 | $3,841-55.4% | $5,194-67.0% | $4,645-63.2% |