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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 | $134,637 | $103,008+30.7% | $90,304+49.1% | $152,897-11.9% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 29.64% | 95.22%-65.6pp | 78.13%-48.5pp | 345.43%-315.8pp |
| Employer contribution / active EE | $7,268 | $3,139+131.5% | $2,855+154.6% | $4,764+52.6% |
| Participant deferral / active EE | $9,805 | $4,281+129.0% | $3,885+152.4% | $5,851+67.6% |
| Admin fee / account holder | $4,539 | $6,175-26.5% | $5,354-15.2% | $11,599-60.9% |