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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 | $164,926 | $97,125+69.8% | $86,233+91.3% | $137,256+20.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 12.17% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,001 | $5,180-42.1% | $4,559-34.2% | $6,407-53.2% |
| Admin fee / account holder | $59,818 | $9,725+515.1% | $8,342+617.1% | $12,270+387.5% |