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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 | $141,783 | $106,008+33.7% | $92,240+53.7% | $147,586-3.9% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 16.92% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,792 | $4,333-35.6% | $3,680-24.1% | $4,876-42.8% |
| Participant deferral / active EE | $6,532 | $4,478+45.8% | $3,897+67.6% | $5,439+20.1% |
| Admin fee / account holder | $18,162 | $6,333+186.8% | $5,194+249.7% | $10,886+66.8% |