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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 | $136,309 | $103,008+32.3% | $90,304+50.9% | $152,897-10.8% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 19.74% | 95.22%-75.5pp | 78.13%-58.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,044 | $3,139-34.9% | $2,855-28.4% | $4,764-57.1% |
| Participant deferral / active EE | $5,246 | $4,281+22.5% | $3,885+35.0% | $5,851-10.3% |
| Admin fee / account holder | $25,171 | $6,175+307.6% | $5,354+370.1% | $11,599+117.0% |