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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 | $162,803 | $105,200+54.8% | $159,474+2.1% | $85,847+89.6% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.8pp | 69.3%+9.8pp |
| Annual return | 18.43% | 45.08%-26.6pp | 263.68%-245.2pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,601 | $3,319-51.7% | $4,831-66.9% | $2,565-37.6% |
| Participant deferral / active EE | $11,307 | $5,946+90.2% | $7,353+53.8% | $3,952+186.1% |
| Admin fee / account holder | $12,031 | $6,934+73.5% | $10,802+11.4% | $6,261+92.2% |