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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 | $159,674 | $106,008+50.6% | $92,240+73.1% | $147,586+8.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 12.67% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,794 | $4,333-58.6% | $3,680-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $1,794 | $4,478-59.9% | $3,897-54.0% | $5,439-67.0% |
| Admin fee / account holder | $1,032 | $6,333-83.7% | $5,194-80.1% | $10,886-90.5% |