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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 | $200,751 | $159,934+25.5% | $147,005+36.6% | $145,959+37.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.63% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,827 | $5,287-65.4% | $4,934-63.0% | $4,661-60.8% |
| Participant deferral / active EE | $4,497 | $8,427-46.6% | $8,070-44.3% | $6,689-32.8% |
| Admin fee / account holder | $1,780 | $15,053-88.2% | $13,006-86.3% | $13,398-86.7% |