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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 | $165,226 | $84,713+95.0% | $75,717+118.2% | $167,518-1.4% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.8%-2.1pp | 82.1%-9.4pp |
| Annual return | 10.38% | 199.49%-189.1pp | 104.58%-94.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $2,519 | $3,229-22.0% | $2,743-8.2% | $4,838-47.9% |
| Participant deferral / active EE | $4,724 | $4,578+3.2% | $3,821+23.6% | $6,342-25.5% |
| Admin fee / account holder | $7,171 | $5,357+33.9% | $3,619+98.1% | $12,312-41.8% |