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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 | $164,811 | $105,200+56.7% | $159,474+3.3% | $85,847+92.0% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.8%-6.0pp | 69.3%+7.5pp |
| Annual return | 66.86% | 45.08%+21.8pp | 263.68%-196.8pp | 318.61%-251.7pp |
| Employer contribution / active EE | $3,554 | $3,319+7.1% | $4,831-26.4% | $2,565+38.5% |
| Participant deferral / active EE | $11,636 | $5,946+95.7% | $7,353+58.2% | $3,952+194.4% |
| Admin fee / account holder | $28,064 | $6,934+304.7% | $10,802+159.8% | $6,261+348.3% |