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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 | $124,538 | $96,678+28.8% | $86,640+43.7% | $139,466-10.7% |
| Participation rate | 95.5% | 74.4%+21.0pp | 71.7%+23.7pp | 80.3%+15.1pp |
| Annual return | 15.85% | 106.69%-90.8pp | 592.52%-576.7pp | 373.66%-357.8pp |
| Employer contribution / active EE | $4,273 | $3,265+30.8% | $3,024+41.3% | $4,754-10.1% |
| Participant deferral / active EE | $4,455 | $4,837-7.9% | $4,438+0.4% | $6,712-33.6% |
| Admin fee / account holder | $11,601 | $6,410+81.0% | $5,616+106.6% | $11,409+1.7% |