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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 | $243,191 | $108,911+123.3% | $100,392+142.2% | $145,884+66.7% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 34.82% | 58.23%-23.4pp | 49.45%-14.6pp | 551.85%-517.0pp |
| Employer contribution / active EE | $3,156 | $4,420-28.6% | $3,941-19.9% | $4,662-32.3% |
| Participant deferral / active EE | $7,888 | $8,459-6.8% | $8,090-2.5% | $6,690+17.9% |
| Admin fee / account holder | $1,432 | $9,698-85.2% | $7,904-81.9% | $13,392-89.3% |