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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 | $155,763 | $115,810+34.5% | $101,271+53.8% | $158,966-2.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 10.33% | 56.15%-45.8pp | 46.48%-36.2pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,883 | $4,175-54.9% | $3,660-48.6% | $4,762-60.5% |
| Participant deferral / active EE | $3,632 | $4,958-26.7% | $4,371-16.9% | $5,983-39.3% |
| Admin fee / account holder | $564 | $7,248-92.2% | $5,948-90.5% | $11,250-95.0% |