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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 | $125,190+55.9% | $105,624+84.8% | $145,897+33.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 25.42% | 225.22%-199.8pp | 116.20%-90.8pp | 552.29%-526.9pp |
| Employer contribution / active EE | $2,285 | $3,720-38.6% | $3,168-27.9% | $4,663-51.0% |
| Participant deferral / active EE | $4,276 | $5,716-25.2% | $5,013-14.7% | $6,689-36.1% |
| Admin fee / account holder | $10,606 | $17,138-38.1% | $10,961-3.2% | $13,390-20.8% |