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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 | $96,544 | $106,008-8.9% | $92,240+4.7% | $147,586-34.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 15.38% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $8,309 | $4,333+91.7% | $3,680+125.8% | $4,876+70.4% |
| Participant deferral / active EE | $7,605 | $4,478+69.8% | $3,897+95.2% | $5,439+39.8% |
| Admin fee / account holder | $8,638 | $6,333+36.4% | $5,194+66.3% | $10,886-20.6% |