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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 | $154,418 | $111,878+38.0% | $93,727+64.8% | $145,897+5.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 12.17% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,234 | $3,092+4.6% | $2,421+33.6% | $4,663-30.6% |
| Participant deferral / active EE | $8,609 | $4,920+75.0% | $4,417+94.9% | $6,689+28.7% |
| Admin fee / account holder | $482 | $10,256-95.3% | $8,292-94.2% | $13,390-96.4% |