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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 | $192,583 | $160,028+20.3% | $147,080+30.9% | $145,884+32.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.03% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,766 | $5,286-47.7% | $4,933-43.9% | $4,662-40.7% |
| Participant deferral / active EE | $11,214 | $8,422+33.2% | $8,066+39.0% | $6,690+67.6% |
| Admin fee / account holder | $62,045 | $15,030+312.8% | $12,989+377.7% | $13,392+363.3% |