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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 | $197,255 | $95,415+106.7% | $185,851+6.1% | $85,851+129.8% |
| Participation rate | 82.9% | 68.8%+14.2pp | 81.7%+1.2pp | 69.3%+13.6pp |
| Annual return | 14.61% | 23.59%-9.0pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $4,998 | $3,314+50.8% | $5,168-3.3% | $2,565+94.8% |
| Participant deferral / active EE | $3,348 | $3,424-2.2% | $5,569-39.9% | $3,952-15.3% |
| Admin fee / account holder | $24,504 | $7,215+239.6% | $16,245+50.8% | $6,261+291.4% |