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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 | $102,500 | $52,279+96.1% | $89,435+14.6% | $79,856+28.4% |
| Participation rate | 89.3% | 57.5%+31.7pp | 68.0%+21.3pp | 69.6%+19.6pp |
| Annual return | 120.16% | 22.16%+98.0pp | 245.55%-125.4pp | 31.71%+88.5pp |
| Employer contribution / active EE | $8,250 | $1,572+425.0% | $2,587+218.9% | $2,471+233.9% |
| Participant deferral / active EE | $5,529 | $2,740+101.8% | $3,890+42.1% | $3,741+47.8% |
| Admin fee / account holder | $351 | $3,356-89.5% | $4,884-92.8% | $5,306-93.4% |