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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 | $159,018 | $65,575+142.5% | $86,209+84.5% | $75,181+111.5% |
| Participation rate | 80.9% | 60.5%+20.4pp | 69.0%+11.9pp | 67.2%+13.7pp |
| Annual return | 17.03% | 46.07%-29.0pp | 1169.05%-1152.0pp | 160.69%-143.7pp |
| Employer contribution / active EE | $2,063 | $1,553+32.8% | $2,381-13.4% | $2,671-22.8% |
| Participant deferral / active EE | $4,309 | $3,023+42.5% | $3,986+8.1% | $4,126+4.4% |
| Admin fee / account holder | $2,763 | $5,470-49.5% | $6,853-59.7% | $5,650-51.1% |