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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 | $249,714 | $105,145+137.5% | $94,664+163.8% | $139,466+79.0% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 35.18% | 38.09%-2.9pp | 156.84%-121.7pp | 373.66%-338.5pp |
| Employer contribution / active EE | $2,143 | $4,107-47.8% | $3,673-41.7% | $4,754-54.9% |
| Participant deferral / active EE | $5,168 | $7,599-32.0% | $7,417-30.3% | $6,712-23.0% |
| Admin fee / account holder | $11,597 | $8,972+29.3% | $7,222+60.6% | $11,409+1.7% |