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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 | $109,182 | $73,546+48.5% | $63,018+73.3% | $147,586-26.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 10.57% | 175.56%-165.0pp | 87.62%-77.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $3,991 | $3,324+20.1% | $2,761+44.6% | $4,876-18.2% |
| Participant deferral / active EE | $3,739 | $4,185-10.6% | $3,330+12.3% | $5,439-31.2% |
| Admin fee / account holder | $72,877 | $5,956+1123.6% | $3,601+1924.0% | $10,886+569.5% |