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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 | $168,661 | $197,603-14.6% | $177,827-5.2% | $158,950+6.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 23.12% | 58.76%-35.6pp | 48.32%-25.2pp | 302.91%-279.8pp |
| Employer contribution / active EE | $5,982 | $6,698-10.7% | $5,918+1.1% | $4,762+25.6% |
| Participant deferral / active EE | $9,817 | $8,404+16.8% | $7,713+27.3% | $5,983+64.1% |
| Admin fee / account holder | $80,420 | $15,402+422.1% | $12,429+547.0% | $11,248+615.0% |