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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 | $137,122 | $106,008+29.4% | $92,240+48.7% | $147,586-7.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 18.43% | 50.05%-31.6pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $15,559 | $4,333+259.0% | $3,680+322.8% | $4,876+219.1% |
| Participant deferral / active EE | $1,557 | $4,478-65.2% | $3,897-60.0% | $5,439-71.4% |
| Admin fee / account holder | $1,640 | $6,333-74.1% | $5,194-68.4% | $10,886-84.9% |