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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 | $169,424 | $106,008+59.8% | $92,240+83.7% | $147,586+14.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 27.47% | 50.05%-22.6pp | 176.29%-148.8pp | 578.59%-551.1pp |
| Employer contribution / active EE | $2,650 | $4,333-38.8% | $3,680-28.0% | $4,876-45.7% |
| Participant deferral / active EE | $8,640 | $4,478+92.9% | $3,897+121.7% | $5,439+58.9% |
| Admin fee / account holder | $880 | $6,333-86.1% | $5,194-83.1% | $10,886-91.9% |