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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 | $97,108 | $106,008-8.4% | $92,240+5.3% | $147,586-34.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 11.97% | 50.05%-38.1pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,481 | $4,333-42.7% | $3,680-32.6% | $4,876-49.1% |
| Participant deferral / active EE | $5,275 | $4,478+17.8% | $3,897+35.4% | $5,439-3.0% |
| Admin fee / account holder | $9,862 | $6,333+55.7% | $5,194+89.9% | $10,886-9.4% |