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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 | $161,923 | $104,953+54.3% | $84,637+91.3% | $152,909+5.9% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 19.07% | 373.94%-354.9pp | 258.82%-239.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $3,654 | $3,304+10.6% | $2,653+37.7% | $4,764-23.3% |
| Participant deferral / active EE | $10,241 | $4,691+118.3% | $3,900+162.6% | $5,851+75.0% |
| Admin fee / account holder | $1,243 | $6,244-80.1% | $4,914-74.7% | $11,601-89.3% |