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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 | $107,665 | $96,678+11.4% | $86,640+24.3% | $139,466-22.8% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 17.43% | 106.69%-89.3pp | 592.52%-575.1pp | 373.66%-356.2pp |
| Employer contribution / active EE | $4,542 | $3,265+39.1% | $3,024+50.2% | $4,754-4.5% |
| Participant deferral / active EE | $10,404 | $4,837+115.1% | $4,438+134.4% | $6,712+55.0% |
| Admin fee / account holder | $3,043 | $6,410-52.5% | $5,616-45.8% | $11,409-73.3% |