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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 | $123,387 | $65,555+88.2% | $86,216+43.1% | $75,173+64.1% |
| Participation rate | 87.7% | 60.5%+27.2pp | 69.0%+18.7pp | 67.2%+20.5pp |
| Annual return | 16.82% | 46.07%-29.3pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $9,400 | $1,553+505.2% | $2,382+294.7% | $2,671+252.0% |
| Participant deferral / active EE | $6,760 | $3,023+123.6% | $3,986+69.6% | $4,126+63.8% |
| Admin fee / account holder | $14,680 | $5,469+168.4% | $6,853+114.2% | $5,651+159.8% |