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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 | $181,281 | $144,124+25.8% | $117,857+53.8% | $147,585+22.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 18.80% | 531.17%-512.4pp | 335.09%-316.3pp | 578.57%-559.8pp |
| Employer contribution / active EE | $1,340 | $4,897-72.6% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $3,447 | $5,316-35.2% | $4,482-23.1% | $5,439-36.6% |
| Admin fee / account holder | $2,294 | $10,886-78.9% | $8,020-71.4% | $10,885-78.9% |