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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 | $141,319 | $106,008+33.3% | $92,240+53.2% | $147,586-4.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 14.36% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,588 | $4,478+47.1% | $3,897+69.1% | $5,439+21.1% |
| Admin fee / account holder | $655 | $6,333-89.7% | $5,194-87.4% | $10,886-94.0% |