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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 | $190,001 | $103,038+84.4% | $90,324+110.4% | $152,909+24.3% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.5%-6.3pp |
| Annual return | 19.65% | 95.25%-75.6pp | 78.15%-58.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $10,932 | $3,141+248.1% | $2,856+282.8% | $4,764+129.5% |
| Participant deferral / active EE | $3,863 | $4,282-9.8% | $3,885-0.6% | $5,851-34.0% |
| Admin fee / account holder | $1,947 | $6,177-68.5% | $5,356-63.6% | $11,601-83.2% |