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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 | $93,149 | $104,953-11.2% | $84,637+10.1% | $152,909-39.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 25.76% | 373.94%-348.2pp | 258.82%-233.1pp | 345.46%-319.7pp |
| Employer contribution / active EE | $15,383 | $3,304+365.6% | $2,653+479.8% | $4,764+222.9% |
| Participant deferral / active EE | $11,923 | $4,691+154.2% | $3,900+205.7% | $5,851+103.8% |
| Admin fee / account holder | $1,182 | $6,244-81.1% | $4,914-75.9% | $11,601-89.8% |