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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 | $125,746 | $232,540-45.9% | $185,117-32.1% | $147,586-14.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 12.80% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,224 | $5,195-76.4% | $4,182-70.7% | $4,876-74.9% |
| Participant deferral / active EE | $5,115 | $5,834-12.3% | $5,045+1.4% | $5,439-6.0% |
| Admin fee / account holder | $50,078 | $10,275+387.4% | $8,159+513.7% | $10,886+360.0% |