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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 | $93,101 | $106,005-12.2% | $92,239+0.9% | $147,585-36.9% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 16.13% | 50.05%-33.9pp | 176.29%-160.2pp | 578.58%-562.5pp |
| Employer contribution / active EE | $3,261 | $4,333-24.7% | $3,680-11.4% | $4,876-33.1% |
| Participant deferral / active EE | $6,523 | $4,478+45.6% | $3,897+67.4% | $5,439+19.9% |
| Admin fee / account holder | $22,541 | $6,333+255.9% | $5,194+334.0% | $10,886+107.1% |