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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 | $189,148 | $124,187+52.3% | $108,410+74.5% | $167,518+12.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.65% | 1379.80%-1369.2pp | 905.34%-894.7pp | 478.71%-468.1pp |
| Employer contribution / active EE | $3,662 | $4,187-12.5% | $3,558+2.9% | $4,838-24.3% |
| Participant deferral / active EE | $12,195 | $6,908+76.5% | $6,562+85.8% | $6,342+92.3% |
| Admin fee / account holder | $1,687 | $9,456-82.2% | $7,296-76.9% | $12,312-86.3% |