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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 | $181,094 | $109,904+64.8% | $97,167+86.4% | $145,959+24.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.54% | 243.43%-231.9pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $850 | $3,084-72.4% | $2,729-68.8% | $4,661-81.8% |
| Participant deferral / active EE | $14,225 | $4,676+204.2% | $4,264+233.6% | $6,689+112.7% |
| Admin fee / account holder | $1,584 | $6,216-74.5% | $5,650-72.0% | $13,398-88.2% |