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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 | $200,152 | $109,967+82.0% | $97,197+105.9% | $145,877+37.2% |
| Participation rate | 91.3% | 76.0%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 24.03% | 244.27%-220.2pp | 75.47%-51.4pp | 551.28%-527.3pp |
| Employer contribution / active EE | $4,407 | $3,077+43.2% | $2,723+61.9% | $4,663-5.5% |
| Participant deferral / active EE | $6,298 | $4,676+34.7% | $4,263+47.7% | $6,691-5.9% |
| Admin fee / account holder | $18,982 | $6,199+206.2% | $5,637+236.7% | $13,402+41.6% |