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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 | $204,178 | $106,905+91.0% | $84,020+143.0% | $152,885+33.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 25.61% | 105.00%-79.4pp | 71.31%-45.7pp | 345.39%-319.8pp |
| Employer contribution / active EE | $2,962 | $2,735+8.3% | $1,984+49.3% | $4,763-37.8% |
| Participant deferral / active EE | $10,219 | $4,012+154.7% | $3,239+215.5% | $5,851+74.7% |
| Admin fee / account holder | $907 | $8,287-89.1% | $6,101-85.1% | $11,598-92.2% |