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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 | $154,335 | $103,008+49.8% | $90,304+70.9% | $152,897+0.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.58% | 95.22%-74.6pp | 78.13%-57.6pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,275 | $3,139+4.3% | $2,855+14.7% | $4,764-31.3% |
| Participant deferral / active EE | $5,995 | $4,281+40.0% | $3,885+54.3% | $5,851+2.5% |
| Admin fee / account holder | $6,241 | $6,175+1.1% | $5,354+16.6% | $11,599-46.2% |