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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 | $181,903 | $106,008+71.6% | $92,240+97.2% | $147,586+23.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.96% | 50.05%-31.1pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,424 | $4,333-21.0% | $3,680-7.0% | $4,876-29.8% |
| Participant deferral / active EE | $4,946 | $4,478+10.5% | $3,897+26.9% | $5,439-9.1% |
| Admin fee / account holder | $630 | $6,333-90.0% | $5,194-87.9% | $10,886-94.2% |