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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 | $174,817 | $106,008+64.9% | $92,240+89.5% | $147,586+18.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 13.66% | 50.05%-36.4pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $6,164 | $4,333+42.2% | $3,680+67.5% | $4,876+26.4% |
| Participant deferral / active EE | $9,147 | $4,478+104.3% | $3,897+134.7% | $5,439+68.2% |
| Admin fee / account holder | $852 | $6,333-86.5% | $5,194-83.6% | $10,886-92.2% |