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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 | $102,110 | $56,431+80.9% | $130,788-21.9% | $87,485+16.7% |
| Participation rate | 97.9% | 58.9%+38.9pp | 70.1%+27.8pp | 68.9%+28.9pp |
| Annual return | 20.95% | 91.27%-70.3pp | 386.44%-365.5pp | 26.06%-5.1pp |
| Employer contribution / active EE | $4,482 | $1,549+189.3% | $3,558+26.0% | $2,596+72.6% |
| Participant deferral / active EE | $9,163 | $2,749+233.3% | $4,137+121.5% | $4,274+114.4% |
| Admin fee / account holder | $3,149 | $4,433-29.0% | $6,673-52.8% | $7,775-59.5% |