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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 | $169,405 | $106,008+59.8% | $92,240+83.7% | $147,586+14.8% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 12.62% | 50.05%-37.4pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $4,184 | $4,333-3.5% | $3,680+13.7% | $4,876-14.2% |
| Participant deferral / active EE | $4,985 | $4,478+11.3% | $3,897+27.9% | $5,439-8.3% |
| Admin fee / account holder | $638 | $6,333-89.9% | $5,194-87.7% | $10,886-94.1% |