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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 | $214,951 | $112,933+90.3% | $90,970+136.3% | $158,982+35.2% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 30.13% | 215.82%-185.7pp | 134.60%-104.5pp | 302.99%-272.9pp |
| Employer contribution / active EE | $3,080 | $2,893+6.4% | $2,122+45.1% | $4,763-35.3% |
| Participant deferral / active EE | $2,630 | $4,128-36.3% | $3,373-22.0% | $5,983-56.0% |
| Admin fee / account holder | $11,615 | $8,047+44.3% | $5,961+94.9% | $11,252+3.2% |