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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 | $226,327 | $102,595+120.6% | $94,057+140.6% | $154,746+46.3% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 16.91% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,751 | $3,147+82.7% | $2,933+96.1% | $4,379+31.3% |
| Participant deferral / active EE | $7,314 | $5,118+42.9% | $4,709+55.3% | $6,730+8.7% |
| Admin fee / account holder | $2,607 | $7,736-66.3% | $7,244-64.0% | $14,365-81.9% |