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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 | $167,628 | $112,915+48.5% | $90,965+84.3% | $158,950+5.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 9.20% | 215.75%-206.6pp | 134.57%-125.4pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,643 | $2,894-43.2% | $2,122-22.6% | $4,762-65.5% |
| Participant deferral / active EE | $2,035 | $4,128-50.7% | $3,373-39.7% | $5,983-66.0% |
| Admin fee / account holder | $40,121 | $8,044+398.8% | $5,960+573.2% | $11,248+256.7% |