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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 | $158,488 | $90,614+74.9% | $76,089+108.3% | $145,877+8.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 33.00% | 623.80%-590.8pp | 360.94%-327.9pp | 551.28%-518.3pp |
| Employer contribution / active EE | $2,389 | $3,324-28.1% | $2,690-11.2% | $4,663-48.8% |
| Participant deferral / active EE | $16,263 | $5,168+214.7% | $4,259+281.8% | $6,691+143.1% |
| Admin fee / account holder | $116,769 | $8,376+1294.0% | $6,418+1719.5% | $13,402+771.3% |