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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 | $124,362 | $63,346+96.3% | $92,240+34.8% | $70,126+77.3% |
| Participation rate | 82.2% | 68.7%+13.6pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 15.72% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,159 | $2,471-12.7% | $3,680-41.3% | $2,343-7.9% |
| Participant deferral / active EE | $4,133 | $2,854+44.8% | $3,897+6.1% | $3,332+24.1% |
| Admin fee / account holder | $1,168 | $3,841-69.6% | $5,194-77.5% | $4,645-74.9% |