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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 | $102,429-38.2% | $147,096-56.9% | $80,925-21.7% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 45.52% | 135.02%-89.5pp | 419.75%-374.2pp | 35.65%+9.9pp |
| Employer contribution / active EE | $6,210 | $3,716+67.1% | $4,936+25.8% | $2,756+125.3% |
| Participant deferral / active EE | $10,782 | $6,649+62.2% | $8,071+33.6% | $4,299+150.8% |
| Admin fee / account holder | $8,371 | $7,957+5.2% | $13,005-35.6% | $6,940+20.6% |