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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 | $215,879 | $106,008+103.6% | $92,240+134.0% | $147,586+46.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.81% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $3,502 | $4,333-19.2% | $3,680-4.8% | $4,876-28.2% |
| Participant deferral / active EE | $7,108 | $4,478+58.7% | $3,897+82.4% | $5,439+30.7% |
| Admin fee / account holder | $78,411 | $6,333+1138.1% | $5,194+1409.6% | $10,886+620.3% |