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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 | $205,063 | $105,160+95.0% | $94,679+116.6% | $139,456+47.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 14.50% | 38.04%-23.5pp | 156.75%-142.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,072 | $4,107-73.9% | $3,673-70.8% | $4,753-77.4% |
| Participant deferral / active EE | $5,158 | $7,599-32.1% | $7,417-30.5% | $6,711-23.2% |
| Admin fee / account holder | $121,754 | $8,988+1254.7% | $7,233+1583.4% | $11,407+967.4% |