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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 | $200,501 | $154,754+29.6% | $124,206+61.4% | $138,895+44.4% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 18.90% | 709.28%-690.4pp | 515.27%-496.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $567 | $4,446-87.3% | $3,540-84.0% | $4,194-86.5% |
| Participant deferral / active EE | $567 | $4,621-87.7% | $3,968-85.7% | $6,396-91.1% |
| Admin fee / account holder | $6,185 | $6,690-7.5% | $5,929+4.3% | $12,562-50.8% |