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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 | $179,764 | $111,785+60.8% | $93,669+91.9% | $145,877+23.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 11.00% | 203.79%-192.8pp | 133.59%-122.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $635 | $3,096-79.5% | $2,424-73.8% | $4,663-86.4% |
| Participant deferral / active EE | $2,343 | $4,919-52.4% | $4,416-46.9% | $6,691-65.0% |
| Admin fee / account holder | $1,398 | $10,256-86.4% | $8,291-83.1% | $13,402-89.6% |