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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 | $63,329 | $102,385-38.1% | $147,080-56.9% | $80,935-21.8% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 45.52% | 135.09%-89.6pp | 420.17%-374.7pp | 35.66%+9.9pp |
| Employer contribution / active EE | $6,210 | $3,717+67.1% | $4,933+25.9% | $2,757+125.3% |
| Participant deferral / active EE | $10,782 | $6,651+62.1% | $8,066+33.7% | $4,299+150.8% |
| Admin fee / account holder | $8,371 | $7,951+5.3% | $12,989-35.5% | $6,924+20.9% |