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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 | $168,073 | $102,422+64.1% | $147,117+14.2% | $80,959+107.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 46.30% | 135.16%-88.9pp | 420.54%-374.2pp | 35.67%+10.6pp |
| Employer contribution / active EE | $8,271 | $3,717+122.5% | $4,932+67.7% | $2,757+200.0% |
| Participant deferral / active EE | $11,608 | $6,652+74.5% | $8,065+43.9% | $4,300+169.9% |
| Admin fee / account holder | $2,131 | $7,953-73.2% | $12,993-83.6% | $6,925-69.2% |