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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 | $155,038 | $75,962+104.1% | $154,108+0.6% | $64,173+141.6% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 75.21% | 30.32%+44.9pp | 735.21%-660.0pp | 7.63%+67.6pp |
| Employer contribution / active EE | $2,372 | $3,350-29.2% | $5,298-55.2% | $2,381-0.4% |
| Participant deferral / active EE | $6,493 | $3,175+104.5% | $5,081+27.8% | $3,470+87.1% |
| Admin fee / account holder | $229,054 | $5,589+3998.4% | $13,411+1607.9% | $4,887+4586.6% |