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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 | $170,945 | $93,617+82.6% | $135,982+25.7% | $75,177+127.4% |
| Participation rate | 93.7% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 69.16% | 30.89%+38.3pp | 68.32%+0.8pp | 160.75%-91.6pp |
| Employer contribution / active EE | $29,054 | $3,538+721.1% | $4,859+497.9% | $2,671+987.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,548 | $6,980+51.1% | $10,767-2.0% | $5,651+86.7% |