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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 | $75,614 | $99,652-24.1% | $78,778-4.0% | $147,586-48.8% |
| Participation rate | 78.9% | 76.2%+2.7pp | 69.2%+9.8pp | 82.8%-3.9pp |
| Annual return | 13.57% | 47.28%-33.7pp | 35.62%-22.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $15,789 | $2,796+464.8% | $1,986+695.2% | $4,876+223.8% |
| Participant deferral / active EE | $1,851 | $3,664-49.5% | $2,958-37.4% | $5,439-66.0% |
| Admin fee / account holder | $20,947 | $7,155+192.7% | $5,134+308.0% | $10,886+92.4% |