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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 | $154,795 | $88,710+74.5% | $81,783+89.3% | $145,959+6.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 10.29% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $6,590 | $3,083+113.7% | $2,913+126.3% | $4,661+41.4% |
| Participant deferral / active EE | $5,975 | $4,645+28.6% | $4,320+38.3% | $6,689-10.7% |
| Admin fee / account holder | $70,193 | $8,407+734.9% | $7,380+851.1% | $13,398+423.9% |