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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 | $106,065 | $78,423+35.2% | $95,964+10.5% | $79,856+32.8% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 79.12% | 19.37%+59.7pp | 91.64%-12.5pp | 31.71%+47.4pp |
| Employer contribution / active EE | $15,654 | $1,945+704.7% | $2,541+516.0% | $2,471+533.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,382 | $5,622+155.8% | $6,797+111.6% | $5,306+171.0% |