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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 | $94,375 | $96,678-2.4% | $86,640+8.9% | $139,466-32.3% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 15.17% | 106.69%-91.5pp | 592.52%-577.4pp | 373.66%-358.5pp |
| Employer contribution / active EE | $7,486 | $3,265+129.3% | $3,024+147.5% | $4,754+57.5% |
| Participant deferral / active EE | $3,442 | $4,837-28.8% | $4,438-22.4% | $6,712-48.7% |
| Admin fee / account holder | $12,909 | $6,410+101.4% | $5,616+129.9% | $11,409+13.2% |