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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 | $122,380 | $106,005+15.4% | $92,239+32.7% | $147,585-17.1% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 11.25% | 50.05%-38.8pp | 176.29%-165.0pp | 578.58%-567.3pp |
| Employer contribution / active EE | $2,047 | $4,333-52.7% | $3,680-44.4% | $4,876-58.0% |
| Participant deferral / active EE | $5,213 | $4,478+16.4% | $3,897+33.8% | $5,439-4.2% |
| Admin fee / account holder | $34,430 | $6,333+443.7% | $5,194+562.9% | $10,886+216.3% |