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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 | $99,421 | $114,130-12.9% | $96,192+3.4% | $167,553-40.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 18.13% | 190.07%-171.9pp | 192.09%-174.0pp | 478.89%-460.8pp |
| Employer contribution / active EE | $13,958 | $3,431+306.9% | $2,799+398.6% | $4,840+188.4% |
| Participant deferral / active EE | $9,200 | $5,198+77.0% | $4,351+111.5% | $6,343+45.1% |
| Admin fee / account holder | $383 | $6,901-94.5% | $5,539-93.1% | $12,316-96.9% |