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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 | $174,116 | $90,691+92.0% | $76,119+128.7% | $145,884+19.4% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.6pp |
| Annual return | 10.40% | 624.52%-614.1pp | 361.25%-350.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,863 | $3,329+76.1% | $2,693+117.7% | $4,662+25.7% |
| Participant deferral / active EE | $5,747 | $5,167+11.2% | $4,259+34.9% | $6,690-14.1% |
| Admin fee / account holder | $32,952 | $8,383+293.1% | $6,421+413.2% | $13,392+146.1% |