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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 | $162,732 | $124,314+30.9% | $109,163+49.1% | $167,518-2.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 239.31% | 26.04%+213.3pp | 25.75%+213.6pp | 478.71%-239.4pp |
| Employer contribution / active EE | $1,243 | $4,209-70.5% | $3,723-66.6% | $4,838-74.3% |
| Participant deferral / active EE | $3,977 | $5,256-24.3% | $4,654-14.6% | $6,342-37.3% |
| Admin fee / account holder | $1,593 | $7,973-80.0% | $6,754-76.4% | $12,312-87.1% |