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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 | $210,258 | $106,008+98.3% | $92,240+127.9% | $147,586+42.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 12.64% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $5,733 | $4,333+32.3% | $3,680+55.8% | $4,876+17.6% |
| Participant deferral / active EE | $9,389 | $4,478+109.7% | $3,897+140.9% | $5,439+72.6% |
| Admin fee / account holder | $376 | $6,333-94.1% | $5,194-92.8% | $10,886-96.5% |