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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 | $119,562 | $106,008+12.8% | $92,240+29.6% | $147,586-19.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 23.74% | 50.05%-26.3pp | 176.29%-152.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $2,962 | $4,333-31.7% | $3,680-19.5% | $4,876-39.3% |
| Participant deferral / active EE | $6,464 | $4,478+44.3% | $3,897+65.9% | $5,439+18.8% |
| Admin fee / account holder | $13,888 | $6,333+119.3% | $5,194+167.4% | $10,886+27.6% |