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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 | $137,365 | $106,008+29.6% | $92,240+48.9% | $147,586-6.9% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,447 | $4,333-43.5% | $3,680-33.5% | $4,876-49.8% |
| Participant deferral / active EE | $4,138 | $4,478-7.6% | $3,897+6.2% | $5,439-23.9% |
| Admin fee / account holder | $2,810 | $6,333-55.6% | $5,194-45.9% | $10,886-74.2% |