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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 | $205,871 | $112,933+82.3% | $90,970+126.3% | $158,982+29.5% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 17.72% | 215.82%-198.1pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,241 | $2,893-57.1% | $2,122-41.5% | $4,763-73.9% |
| Participant deferral / active EE | $5,630 | $4,128+36.4% | $3,373+66.9% | $5,983-5.9% |
| Admin fee / account holder | $2,083 | $8,047-74.1% | $5,961-65.1% | $11,252-81.5% |