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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 | $180,682 | $102,385+76.5% | $147,080+22.8% | $80,935+123.2% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 13.19% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,486 | $3,717-6.2% | $4,933-29.3% | $2,757+26.5% |
| Participant deferral / active EE | $8,834 | $6,651+32.8% | $8,066+9.5% | $4,299+105.5% |
| Admin fee / account holder | $69,311 | $7,951+771.7% | $12,989+433.6% | $6,924+901.0% |