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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 | $163,848 | $105,210+55.7% | $159,487+2.7% | $85,851+90.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.8%-10.8pp | 69.3%+2.7pp |
| Annual return | 16.28% | 45.08%-28.8pp | 263.71%-247.4pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,646 | $3,319-20.3% | $4,831-45.2% | $2,565+3.1% |
| Participant deferral / active EE | $5,197 | $5,946-12.6% | $7,354-29.3% | $3,952+31.5% |
| Admin fee / account holder | $372 | $6,934-94.6% | $10,804-96.6% | $6,261-94.1% |