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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 | $120,266 | $106,005+13.5% | $92,239+30.4% | $147,585-18.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.67% | 50.05%-32.4pp | 176.29%-158.6pp | 578.58%-560.9pp |
| Employer contribution / active EE | $1,875 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $5,418 | $4,478+21.0% | $3,897+39.0% | $5,439-0.4% |
| Admin fee / account holder | $3,617 | $6,333-42.9% | $5,194-30.4% | $10,886-66.8% |