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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 | $156,698 | $90,489+73.2% | $76,051+106.0% | $145,978+7.3% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 12.46% | 622.78%-610.3pp | 360.42%-348.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,458 | $3,319-56.1% | $2,690-45.8% | $4,662-68.7% |
| Participant deferral / active EE | $3,393 | $5,164-34.3% | $4,257-20.3% | $6,690-49.3% |
| Admin fee / account holder | $599 | $8,374-92.9% | $6,416-90.7% | $13,400-95.5% |