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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 | $142,852 | $73,518+94.3% | $63,003+126.7% | $147,585-3.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 30.20% | 175.46%-145.3pp | 87.59%-57.4pp | 578.57%-548.4pp |
| Employer contribution / active EE | $6,886 | $3,322+107.3% | $2,760+149.5% | $4,876+41.2% |
| Participant deferral / active EE | $5,815 | $4,183+39.0% | $3,329+74.7% | $5,439+6.9% |
| Admin fee / account holder | $505 | $5,952-91.5% | $3,600-86.0% | $10,885-95.4% |