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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 | $185,355 | $103,038+79.9% | $90,324+105.2% | $152,909+21.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 25.00% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $6,114 | $3,141+94.7% | $2,856+114.1% | $4,764+28.3% |
| Participant deferral / active EE | $3,843 | $4,282-10.3% | $3,885-1.1% | $5,851-34.3% |
| Admin fee / account holder | $944 | $6,177-84.7% | $5,356-82.4% | $11,601-91.9% |