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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 | $215,917 | $108,882+98.3% | $96,754+123.2% | $154,746+39.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 17.61% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5,932 | $3,018+96.5% | $2,679+121.4% | $4,379+35.5% |
| Participant deferral / active EE | $6,089 | $5,323+14.4% | $4,758+28.0% | $6,730-9.5% |
| Admin fee / account holder | $2,593 | $10,200-74.6% | $8,905-70.9% | $14,365-81.9% |