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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 | $138,878 | $102,385+35.6% | $147,080-5.6% | $80,935+71.6% |
| Participation rate | 95.8% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 49.82% | 135.09%-85.3pp | 420.17%-370.3pp | 35.66%+14.2pp |
| Employer contribution / active EE | $1,981 | $3,717-46.7% | $4,933-59.8% | $2,757-28.1% |
| Participant deferral / active EE | $4,576 | $6,651-31.2% | $8,066-43.3% | $4,299+6.4% |
| Admin fee / account holder | $1,046 | $7,951-86.8% | $12,989-91.9% | $6,924-84.9% |