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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 | $91,664 | $106,008-13.5% | $92,240-0.6% | $147,586-37.9% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 16.29% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,812 | $4,333+34.1% | $3,680+58.0% | $4,876+19.2% |
| Participant deferral / active EE | $2,600 | $4,478-41.9% | $3,897-33.3% | $5,439-52.2% |
| Admin fee / account holder | $9,398 | $6,333+48.4% | $5,194+80.9% | $10,886-13.7% |