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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 | $132,342 | $102,382+29.3% | $147,005-10.0% | $80,874+63.6% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 43.50% | 134.89%-91.4pp | 418.76%-375.3pp | 35.62%+7.9pp |
| Employer contribution / active EE | $3,010 | $3,715-19.0% | $4,934-39.0% | $2,756+9.2% |
| Participant deferral / active EE | $10,804 | $6,646+62.6% | $8,070+33.9% | $4,297+151.4% |
| Admin fee / account holder | $9,732 | $7,942+22.5% | $13,006-25.2% | $6,935+40.3% |