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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 | $196,185 | $111,785+75.5% | $93,669+109.4% | $145,877+34.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 11.68% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,561 | $3,096-17.3% | $2,424+5.7% | $4,663-45.1% |
| Participant deferral / active EE | $6,897 | $4,919+40.2% | $4,416+56.2% | $6,691+3.1% |
| Admin fee / account holder | $14,670 | $10,256+43.0% | $8,291+76.9% | $13,402+9.5% |