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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 | $146,268 | $70,121+108.6% | $63,803+129.2% | $138,895+5.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 19.82% | 946.48%-926.7pp | 543.72%-523.9pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,068 | $2,882-28.2% | $2,532-18.3% | $4,194-50.7% |
| Participant deferral / active EE | $5,855 | $4,535+29.1% | $3,843+52.4% | $6,396-8.5% |
| Admin fee / account holder | $32,149 | $6,738+377.2% | $5,196+518.7% | $12,562+155.9% |