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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 | $88,754+74.4% | $81,820+89.2% | $145,877+6.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 10.29% | 1031.77%-1021.5pp | 777.93%-767.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $6,590 | $3,085+113.6% | $2,915+126.1% | $4,663+41.3% |
| Participant deferral / active EE | $5,975 | $4,648+28.6% | $4,323+38.2% | $6,691-10.7% |
| Admin fee / account holder | $70,193 | $8,424+733.3% | $7,391+849.8% | $13,402+423.7% |