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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 | $201,650 | $106,005+90.2% | $92,239+118.6% | $147,585+36.6% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 18.40% | 50.05%-31.7pp | 176.29%-157.9pp | 578.58%-560.2pp |
| Employer contribution / active EE | $3,165 | $4,333-27.0% | $3,680-14.0% | $4,876-35.1% |
| Participant deferral / active EE | $6,477 | $4,478+44.6% | $3,897+66.2% | $5,439+19.1% |
| Admin fee / account holder | $1,391 | $6,333-78.0% | $5,194-73.2% | $10,886-87.2% |