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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 | $131,472 | $123,412+6.5% | $69,460+89.3% | $145,978-9.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.4%+13.6pp | 80.3%-0.3pp |
| Annual return | 439.93% | 191.25%+248.7pp | 100.80%+339.1pp | 550.52%-110.6pp |
| Employer contribution / active EE | $5,851 | $2,684+118.0% | $1,714+241.4% | $4,662+25.5% |
| Participant deferral / active EE | $11,183 | $4,240+163.8% | $2,890+287.0% | $6,690+67.2% |
| Admin fee / account holder | $1,419 | $7,816-81.8% | $4,695-69.8% | $13,400-89.4% |