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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 | $106,108 | $209,422-49.3% | $178,503-40.6% | $158,982-33.3% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 58.54% | 188.81%-130.3pp | 151.12%-92.6pp | 302.99%-244.4pp |
| Employer contribution / active EE | $2,549 | $5,707-55.3% | $5,011-49.1% | $4,763-46.5% |
| Participant deferral / active EE | $3,480 | $5,955-41.6% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $12,204 | $17,079-28.5% | $13,987-12.7% | $11,252+8.5% |