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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 | $169,096 | $63,346+166.9% | $92,240+83.3% | $70,126+141.1% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 30.30% | 530.19%-499.9pp | 176.29%-146.0pp | 73.15%-42.8pp |
| Employer contribution / active EE | $4,282 | $2,471+73.3% | $3,680+16.4% | $2,343+82.8% |
| Participant deferral / active EE | $6,499 | $2,854+127.7% | $3,897+66.8% | $3,332+95.1% |
| Admin fee / account holder | $59,811 | $3,841+1457.3% | $5,194+1051.5% | $4,645+1187.5% |