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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 | $178,362 | $96,643+84.6% | $86,617+105.9% | $139,456+27.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.41% | 106.57%-90.2pp | 591.91%-575.5pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,480 | $3,264-54.7% | $3,023-51.0% | $4,753-68.9% |
| Participant deferral / active EE | $10,426 | $4,835+115.6% | $4,437+135.0% | $6,711+55.3% |
| Admin fee / account holder | $91,628 | $6,406+1330.3% | $5,613+1532.5% | $11,407+703.3% |