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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 | $203,397 | $106,008+91.9% | $92,240+120.5% | $147,586+37.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 24.24% | 50.05%-25.8pp | 176.29%-152.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $6,275 | $4,333+44.8% | $3,680+70.5% | $4,876+28.7% |
| Participant deferral / active EE | $10,760 | $4,478+140.3% | $3,897+176.1% | $5,439+97.8% |
| Admin fee / account holder | $1,065 | $6,333-83.2% | $5,194-79.5% | $10,886-90.2% |