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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 | $133,825 | $106,008+26.2% | $92,240+45.1% | $147,586-9.3% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 15.66% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $18,148 | $4,333+318.8% | $3,680+393.2% | $4,876+272.2% |
| Participant deferral / active EE | $11,888 | $4,478+165.5% | $3,897+205.1% | $5,439+118.6% |
| Admin fee / account holder | $14,941 | $6,333+135.9% | $5,194+187.6% | $10,886+37.3% |