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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 | $174,015 | $99,994+74.0% | $146,647+18.7% | $85,851+102.7% |
| Participation rate | 94.4% | 73.1%+21.4pp | 80.1%+14.4pp | 69.3%+25.1pp |
| Annual return | 111.58% | 18.93%+92.6pp | 22.75%+88.8pp | 318.63%-207.1pp |
| Employer contribution / active EE | $3,251 | $2,559+27.0% | $4,137-21.4% | $2,565+26.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,791 | $7,703-76.7% | $10,281-82.6% | $6,261-71.4% |