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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 | $103,970 | $106,008-1.9% | $92,240+12.7% | $147,586-29.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.86% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $8,792 | $4,333+102.9% | $3,680+138.9% | $4,876+80.3% |
| Participant deferral / active EE | $2,629 | $4,478-41.3% | $3,897-32.5% | $5,439-51.7% |
| Admin fee / account holder | $6,007 | $6,333-5.1% | $5,194+15.7% | $10,886-44.8% |