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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 | $132,463 | $96,643+37.1% | $86,617+52.9% | $139,456-5.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 17.28% | 106.57%-89.3pp | 591.91%-574.6pp | 373.45%-356.2pp |
| Employer contribution / active EE | $8,967 | $3,264+174.7% | $3,023+196.6% | $4,753+88.7% |
| Participant deferral / active EE | $4,989 | $4,835+3.2% | $4,437+12.4% | $6,711-25.7% |
| Admin fee / account holder | $1,458 | $6,406-77.2% | $5,613-74.0% | $11,407-87.2% |