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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 | $145,064 | $106,008+36.8% | $92,240+57.3% | $147,586-1.7% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 12.22% | 50.05%-37.8pp | 176.29%-164.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,171 | $4,333-49.9% | $3,680-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $3,362 | $4,478-24.9% | $3,897-13.7% | $5,439-38.2% |
| Admin fee / account holder | $9,106 | $6,333+43.8% | $5,194+75.3% | $10,886-16.4% |