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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 | $156,609 | $102,393+52.9% | $147,041+6.5% | $80,911+93.6% |
| Participation rate | 73.7% | 75.9%-2.2pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 15.14% | 134.95%-119.8pp | 419.21%-404.1pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,807 | $3,715-24.5% | $4,935-43.1% | $2,756+1.8% |
| Participant deferral / active EE | $10,530 | $6,647+58.4% | $8,071+30.5% | $4,297+145.0% |
| Admin fee / account holder | $6,482 | $7,943-18.4% | $13,006-50.2% | $6,935-6.5% |