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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 | $82,254 | $102,429-19.7% | $147,096-44.1% | $80,925+1.6% |
| Participation rate | 90.7% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 69.05% | 135.02%-66.0pp | 419.75%-350.7pp | 35.65%+33.4pp |
| Employer contribution / active EE | $11,543 | $3,716+210.7% | $4,936+133.9% | $2,756+318.8% |
| Participant deferral / active EE | $15,870 | $6,649+138.7% | $8,071+96.6% | $4,299+269.2% |
| Admin fee / account holder | $3,238 | $7,957-59.3% | $13,005-75.1% | $6,940-53.3% |