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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 | $189,515 | $149,040+27.2% | $120,225+57.6% | $137,256+38.1% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 15.81% | 605.68%-589.9pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,528 | $4,350-18.9% | $3,475+1.5% | $4,156-15.1% |
| Participant deferral / active EE | $6,826 | $4,655+46.7% | $3,999+70.7% | $6,407+6.5% |
| Admin fee / account holder | $1,464 | $6,348-76.9% | $5,696-74.3% | $12,270-88.1% |