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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 | $84,708+17.8% | $75,714+31.8% | $167,536-40.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 62.10% | 199.62%-137.5pp | 104.62%-42.5pp | 478.82%-416.7pp |
| Employer contribution / active EE | $5,632 | $3,231+74.3% | $2,744+105.3% | $4,839+16.4% |
| Participant deferral / active EE | $2,656 | $4,577-42.0% | $3,820-30.5% | $6,342-58.1% |
| Admin fee / account holder | $12,123 | $5,358+126.3% | $3,619+235.0% | $12,315-1.6% |