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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 | $174,781 | $105,158+66.2% | $94,672+84.6% | $139,487+25.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 24.46% | 38.11%-13.6pp | 156.89%-132.4pp | 373.84%-349.4pp |
| Employer contribution / active EE | $3,134 | $4,107-23.7% | $3,673-14.7% | $4,755-34.1% |
| Participant deferral / active EE | $13,409 | $7,599+76.5% | $7,417+80.8% | $6,713+99.8% |
| Admin fee / account holder | $904 | $8,972-89.9% | $7,222-87.5% | $11,407-92.1% |