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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 | $99,802 | $84,741+17.8% | $75,731+31.8% | $167,553-40.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 62.10% | 199.72%-137.6pp | 104.65%-42.5pp | 478.89%-416.8pp |
| Employer contribution / active EE | $5,632 | $3,230+74.3% | $2,743+105.3% | $4,840+16.4% |
| Participant deferral / active EE | $2,656 | $4,577-42.0% | $3,820-30.5% | $6,343-58.1% |
| Admin fee / account holder | $12,123 | $5,361+126.2% | $3,620+234.9% | $12,316-1.6% |