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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 | $110,437 | $102,422+7.8% | $147,117-24.9% | $80,959+36.4% |
| Participation rate | 74.4% | 75.9%-1.5pp | 82.2%-7.8pp | 67.7%+6.8pp |
| Annual return | 18.37% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,589 | $3,717-57.3% | $4,932-67.8% | $2,757-42.4% |
| Participant deferral / active EE | $4,295 | $6,652-35.4% | $8,065-46.7% | $4,300-0.1% |
| Admin fee / account holder | $367 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |