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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 | $106,053 | $184,000-42.4% | $162,185-34.6% | $152,909-30.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 20.60% | 150.80%-130.2pp | 115.61%-95.0pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,434 | $6,370-77.5% | $5,613-74.5% | $4,764-69.9% |
| Participant deferral / active EE | $3,419 | $8,033-57.4% | $7,297-53.1% | $5,851-41.6% |
| Admin fee / account holder | $1,660 | $13,124-87.3% | $10,844-84.7% | $11,601-85.7% |