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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 | $99,396 | $114,093-12.9% | $96,171+3.4% | $167,536-40.7% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 15.97% | 190.00%-174.0pp | 192.04%-176.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $3,919 | $3,429+14.3% | $2,799+40.0% | $4,839-19.0% |
| Participant deferral / active EE | $9,008 | $5,197+73.3% | $4,350+107.1% | $6,342+42.0% |
| Admin fee / account holder | $36,509 | $6,899+429.2% | $5,538+559.2% | $12,315+196.5% |