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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 | $191,765 | $98,766+94.2% | $149,730+28.1% | $79,852+140.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 80.84% | 27.43%+53.4pp | 276.70%-195.9pp | 31.72%+49.1pp |
| Employer contribution / active EE | $3,565 | $3,217+10.8% | $4,645-23.3% | $2,471+44.3% |
| Participant deferral / active EE | $7,675 | $5,681+35.1% | $6,843+12.2% | $3,740+105.2% |
| Admin fee / account holder | $12,632 | $6,052+108.7% | $9,310+35.7% | $5,306+138.1% |