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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 | $140,406 | $70,121+100.2% | $63,803+120.1% | $138,895+1.1% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 14.43% | 946.48%-932.1pp | 543.72%-529.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $6,074 | $2,882+110.8% | $2,532+139.9% | $4,194+44.8% |
| Participant deferral / active EE | $2,952 | $4,535-34.9% | $3,843-23.2% | $6,396-53.8% |
| Admin fee / account holder | $5,393 | $6,738-20.0% | $5,196+3.8% | $12,562-57.1% |