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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 | $235,253 | $109,411+115.0% | $89,435+163.0% | $158,982+48.0% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 17.59% | 345.68%-328.1pp | 245.55%-228.0pp | 302.99%-285.4pp |
| Employer contribution / active EE | $11,384 | $3,173+258.8% | $2,587+340.0% | $4,763+139.0% |
| Participant deferral / active EE | $4,875 | $4,600+6.0% | $3,890+25.3% | $5,983-18.5% |
| Admin fee / account holder | $956 | $6,159-84.5% | $4,884-80.4% | $11,252-91.5% |