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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 | $212,399 | $111,785+90.0% | $93,669+126.8% | $145,877+45.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 15.71% | 203.79%-188.1pp | 133.59%-117.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,197 | $3,096+67.8% | $2,424+114.4% | $4,663+11.4% |
| Participant deferral / active EE | $16,189 | $4,919+229.1% | $4,416+266.6% | $6,691+142.0% |
| Admin fee / account holder | $5,535 | $10,256-46.0% | $8,291-33.2% | $13,402-58.7% |