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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 | $120,357 | $90,691+32.7% | $76,119+58.1% | $145,884-17.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.33% | 624.52%-609.2pp | 361.25%-345.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,949 | $3,329+48.7% | $2,693+83.8% | $4,662+6.1% |
| Participant deferral / active EE | $16,566 | $5,167+220.6% | $4,259+288.9% | $6,690+147.6% |
| Admin fee / account holder | $25,373 | $8,383+202.7% | $6,421+295.1% | $13,392+89.5% |