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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 | $177,962 | $103,008+72.8% | $90,304+97.1% | $152,897+16.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.89% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,196 | $3,139+1.8% | $2,855+12.0% | $4,764-32.9% |
| Participant deferral / active EE | $10,481 | $4,281+144.8% | $3,885+169.8% | $5,851+79.1% |
| Admin fee / account holder | $6,173 | $6,1750% | $5,354+15.3% | $11,599-46.8% |