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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 | $166,797 | $105,200+58.6% | $159,474+4.6% | $85,847+94.3% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.8%-9.5pp | 69.3%+4.0pp |
| Annual return | 13.84% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,067 | $3,319-7.6% | $4,831-36.5% | $2,565+19.6% |
| Participant deferral / active EE | $8,327 | $5,946+40.0% | $7,353+13.2% | $3,952+110.7% |
| Admin fee / account holder | $4,262 | $6,934-38.5% | $10,802-60.5% | $6,261-31.9% |