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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 | $152,017 | $111,830+35.9% | $93,696+62.2% | $145,884+4.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 13.81% | 204.08%-190.3pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $13,317 | $3,093+330.6% | $2,422+449.9% | $4,662+185.6% |
| Participant deferral / active EE | $6,363 | $4,920+29.3% | $4,417+44.1% | $6,690-4.9% |
| Admin fee / account holder | $4,638 | $10,249-54.7% | $8,287-44.0% | $13,392-65.4% |