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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 | $186,030 | $105,200+76.8% | $159,474+16.7% | $85,847+116.7% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 18.69% | 45.08%-26.4pp | 263.68%-245.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $1,003 | $3,319-69.8% | $4,831-79.2% | $2,565-60.9% |
| Participant deferral / active EE | $12,804 | $5,946+115.4% | $7,353+74.1% | $3,952+224.0% |
| Admin fee / account holder | $682 | $6,934-90.2% | $10,802-93.7% | $6,261-89.1% |