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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 | $180,573 | $103,000+75.3% | $90,300+100.0% | $152,885+18.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 28.43% | 95.19%-66.8pp | 78.11%-49.7pp | 345.39%-317.0pp |
| Employer contribution / active EE | $5,700 | $3,138+81.6% | $2,854+99.7% | $4,763+19.7% |
| Participant deferral / active EE | $3,911 | $4,281-8.6% | $3,884+0.7% | $5,851-33.2% |
| Admin fee / account holder | $2,602 | $6,173-57.8% | $5,353-51.4% | $11,598-77.6% |