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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 | $192,862 | $106,008+81.9% | $92,240+109.1% | $147,586+30.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.27% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $8,804 | $4,333+103.2% | $3,680+139.3% | $4,876+80.5% |
| Participant deferral / active EE | $1,482 | $4,478-66.9% | $3,897-62.0% | $5,439-72.8% |
| Admin fee / account holder | $710 | $6,333-88.8% | $5,194-86.3% | $10,886-93.5% |