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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 | $241,781 | $159,934+51.2% | $147,005+64.5% | $145,959+65.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 28.35% | 98.24%-69.9pp | 418.76%-390.4pp | 561.95%-533.6pp |
| Employer contribution / active EE | $2,271 | $5,287-57.0% | $4,934-54.0% | $4,661-51.3% |
| Participant deferral / active EE | $5,658 | $8,427-32.9% | $8,070-29.9% | $6,689-15.4% |
| Admin fee / account holder | $10,665 | $15,053-29.2% | $13,006-18.0% | $13,398-20.4% |