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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 | $174,674 | $105,200+66.0% | $159,474+9.5% | $85,847+103.5% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.8pp | 69.3%+9.8pp |
| Annual return | 12.93% | 45.08%-32.1pp | 263.68%-250.8pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,333 | $3,319-29.7% | $4,831-51.7% | $2,565-9.1% |
| Participant deferral / active EE | $11,289 | $5,946+89.9% | $7,353+53.5% | $3,952+185.6% |
| Admin fee / account holder | $5,000 | $6,934-27.9% | $10,802-53.7% | $6,261-20.1% |