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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 | $191,610 | $124,187+54.3% | $108,410+76.7% | $167,518+14.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 22.09% | 1379.80%-1357.7pp | 905.34%-883.2pp | 478.71%-456.6pp |
| Employer contribution / active EE | $1,964 | $4,187-53.1% | $3,558-44.8% | $4,838-59.4% |
| Participant deferral / active EE | $4,981 | $6,908-27.9% | $6,562-24.1% | $6,342-21.5% |
| Admin fee / account holder | $7,841 | $9,456-17.1% | $7,296+7.5% | $12,312-36.3% |