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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 | $169,539 | $108,911+55.7% | $100,392+68.9% | $145,884+16.2% |
| Participation rate | 76.2% | 83.0%-6.8pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 18.15% | 58.23%-40.1pp | 49.45%-31.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,004 | $4,420-54.7% | $3,941-49.2% | $4,662-57.0% |
| Participant deferral / active EE | $7,133 | $8,459-15.7% | $8,090-11.8% | $6,690+6.6% |
| Admin fee / account holder | $71,108 | $9,698+633.2% | $7,904+799.6% | $13,392+431.0% |