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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 | $160,949 | $102,382+57.2% | $147,005+9.5% | $80,874+99.0% |
| Participation rate | 75.4% | 75.8%-0.5pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 18.40% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.2pp |
| Employer contribution / active EE | $3,003 | $3,715-19.2% | $4,934-39.1% | $2,756+9.0% |
| Participant deferral / active EE | $6,644 | $6,6460% | $8,070-17.7% | $4,297+54.6% |
| Admin fee / account holder | $45,695 | $7,942+475.3% | $13,006+251.3% | $6,935+558.9% |