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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 | $118,652 | $63,346+87.3% | $92,239+28.6% | $70,124+69.2% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 16.10% | 530.19%-514.1pp | 176.29%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,279 | $2,471-7.8% | $3,680-38.1% | $2,342-2.7% |
| Participant deferral / active EE | $5,107 | $2,854+78.9% | $3,897+31.0% | $3,332+53.3% |
| Admin fee / account holder | $10,749 | $3,841+179.9% | $5,194+106.9% | $4,645+131.4% |