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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 | $138,937 | $96,678+43.7% | $86,640+60.4% | $139,466-0.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 21.81% | 106.69%-84.9pp | 592.52%-570.7pp | 373.66%-351.8pp |
| Employer contribution / active EE | $4,846 | $3,265+48.4% | $3,024+60.2% | $4,754+1.9% |
| Participant deferral / active EE | $9,276 | $4,837+91.8% | $4,438+109.0% | $6,712+38.2% |
| Admin fee / account holder | $1,608 | $6,410-74.9% | $5,616-71.4% | $11,409-85.9% |