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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 | $94,614 | $183,592-48.5% | $155,567-39.2% | $145,959-35.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.76% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,359 | $5,315-36.8% | $4,674-28.1% | $4,661-27.9% |
| Participant deferral / active EE | $5,896 | $6,464-8.8% | $5,628+4.8% | $6,689-11.8% |
| Admin fee / account holder | $78,042 | $19,318+304.0% | $15,916+390.3% | $13,398+482.5% |