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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 | $181,888 | $106,905+70.1% | $84,020+116.5% | $152,885+19.0% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.5%-3.5pp |
| Annual return | 15.93% | 105.00%-89.1pp | 71.31%-55.4pp | 345.39%-329.5pp |
| Employer contribution / active EE | $1,609 | $2,735-41.2% | $1,984-18.9% | $4,763-66.2% |
| Participant deferral / active EE | $4,530 | $4,012+12.9% | $3,239+39.9% | $5,851-22.6% |
| Admin fee / account holder | $7,102 | $8,287-14.3% | $6,101+16.4% | $11,598-38.8% |