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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 | $116,371 | $96,678+20.4% | $86,640+34.3% | $139,466-16.6% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 17.16% | 106.69%-89.5pp | 592.52%-575.4pp | 373.66%-356.5pp |
| Employer contribution / active EE | $3,650 | $3,265+11.8% | $3,024+20.7% | $4,754-23.2% |
| Participant deferral / active EE | $8,153 | $4,837+68.6% | $4,438+83.7% | $6,712+21.5% |
| Admin fee / account holder | $15,238 | $6,410+137.7% | $5,616+171.3% | $11,409+33.6% |