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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 | $195,141 | $125,237+55.8% | $105,608+84.8% | $145,877+33.8% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 25.42% | 225.76%-200.3pp | 116.50%-91.1pp | 551.28%-525.9pp |
| Employer contribution / active EE | $2,285 | $3,720-38.6% | $3,167-27.8% | $4,663-51.0% |
| Participant deferral / active EE | $4,276 | $5,711-25.1% | $5,010-14.7% | $6,691-36.1% |
| Admin fee / account holder | $10,606 | $17,287-38.6% | $11,028-3.8% | $13,402-20.9% |