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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 | $173,574 | $114,093+52.1% | $96,171+80.5% | $167,536+3.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 11.81% | 190.00%-178.2pp | 192.04%-180.2pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,692 | $3,429-21.5% | $2,799-3.8% | $4,839-44.4% |
| Participant deferral / active EE | $5,468 | $5,197+5.2% | $4,350+25.7% | $6,342-13.8% |
| Admin fee / account holder | $3,005 | $6,899-56.4% | $5,538-45.7% | $12,315-75.6% |