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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 | $147,295 | $96,691+52.3% | $86,656+70.0% | $139,487+5.6% |
| Participation rate | 86.4% | 74.4%+11.9pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 22.97% | 106.87%-83.9pp | 593.09%-570.1pp | 373.84%-350.9pp |
| Employer contribution / active EE | $4,080 | $3,267+24.9% | $3,025+34.8% | $4,755-14.2% |
| Participant deferral / active EE | $5,697 | $4,838+17.8% | $4,439+28.3% | $6,713-15.1% |
| Admin fee / account holder | $34,162 | $6,414+432.6% | $5,619+508.0% | $11,407+199.5% |