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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 | $210,602 | $111,785+88.4% | $93,669+124.8% | $145,877+44.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.19% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,786 | $3,096-10.0% | $2,424+15.0% | $4,663-40.3% |
| Participant deferral / active EE | $6,006 | $4,919+22.1% | $4,416+36.0% | $6,691-10.2% |
| Admin fee / account holder | $7,561 | $10,256-26.3% | $8,291-8.8% | $13,402-43.6% |