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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 | $176,036 | $89,370+97.0% | $141,197+24.7% | $72,976+141.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 69.52% | 111.88%-42.4pp | 71.41%-1.9pp | 81.02%-11.5pp |
| Employer contribution / active EE | $784 | $3,115-74.8% | $4,736-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $6,427 | $5,419+18.6% | $6,710-4.2% | $3,608+78.1% |
| Admin fee / account holder | $10,455 | $5,957+75.5% | $10,265+1.9% | $5,124+104.0% |