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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 | $154,133 | $175,257-12.1% | $149,717+2.9% | $139,456+10.5% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.6pp | 80.3%-8.1pp |
| Annual return | 22.88% | 166.70%-143.8pp | 134.41%-111.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $1,701 | $5,477-68.9% | $4,820-64.7% | $4,753-64.2% |
| Participant deferral / active EE | $4,460 | $6,521-31.6% | $5,682-21.5% | $6,711-33.5% |
| Admin fee / account holder | $3,619 | $16,156-77.6% | $13,213-72.6% | $11,407-68.3% |