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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 | $106,628 | $106,008+0.6% | $92,240+15.6% | $147,586-27.8% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 11.90% | 50.05%-38.2pp | 176.29%-164.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $13,569 | $4,333+213.1% | $3,680+268.8% | $4,876+178.3% |
| Participant deferral / active EE | $4,027 | $4,478-10.1% | $3,897+3.3% | $5,439-26.0% |
| Admin fee / account holder | $2,479 | $6,333-60.9% | $5,194-52.3% | $10,886-77.2% |