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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 | $146,889 | $96,691+51.9% | $86,656+69.5% | $139,487+5.3% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 19.55% | 106.87%-87.3pp | 593.09%-573.5pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,525 | $3,267-22.7% | $3,025-16.5% | $4,755-46.9% |
| Participant deferral / active EE | $7,926 | $4,838+63.8% | $4,439+78.5% | $6,713+18.1% |
| Admin fee / account holder | $867 | $6,414-86.5% | $5,619-84.6% | $11,407-92.4% |