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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 | $154,214 | $137,414+12.2% | $189,520-18.6% | $85,856+79.6% |
| Participation rate | 81.0% | 84.6%-3.7pp | 87.8%-6.9pp | 69.3%+11.6pp |
| Annual return | 137.62% | 38.14%+99.5pp | 555.25%-417.6pp | 318.58%-181.0pp |
| Employer contribution / active EE | $11,453 | $4,344+163.6% | $6,161+85.9% | $2,565+346.5% |
| Participant deferral / active EE | $11,754 | $6,260+87.8% | $8,220+43.0% | $3,952+197.4% |
| Admin fee / account holder | $2,272 | $8,630-73.7% | $12,046-81.1% | $6,261-63.7% |