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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 | $223,317 | $160,040+39.5% | $147,096+51.8% | $145,877+53.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.14% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,530 | $5,289+23.5% | $4,936+32.3% | $4,663+40.0% |
| Participant deferral / active EE | $6,530 | $8,429-22.5% | $8,071-19.1% | $6,691-2.4% |
| Admin fee / account holder | $7,436 | $15,050-50.6% | $13,005-42.8% | $13,402-44.5% |