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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 | $90,530+75.1% | $76,030+108.5% | $145,897+8.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 33.00% | 625.08%-592.1pp | 361.54%-328.5pp | 552.29%-519.3pp |
| Employer contribution / active EE | $2,389 | $3,319-28.0% | $2,688-11.1% | $4,663-48.8% |
| Participant deferral / active EE | $16,263 | $5,164+214.9% | $4,257+282.0% | $6,689+143.1% |
| Admin fee / account holder | $116,769 | $8,383+1292.9% | $6,421+1718.7% | $13,390+772.0% |