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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 | $93,265 | $175,257-46.8% | $149,717-37.7% | $139,456-33.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 195.22% | 166.70%+28.5pp | 134.41%+60.8pp | 373.45%-178.2pp |
| Employer contribution / active EE | $2,725 | $5,477-50.3% | $4,820-43.5% | $4,753-42.7% |
| Participant deferral / active EE | $11,929 | $6,521+82.9% | $5,682+110.0% | $6,711+77.7% |
| Admin fee / account holder | $572 | $16,156-96.5% | $13,213-95.7% | $11,407-95.0% |