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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 | $160,949 | $102,422+57.1% | $147,117+9.4% | $80,959+98.8% |
| Participation rate | 75.4% | 75.9%-0.5pp | 82.2%-6.8pp | 67.7%+7.7pp |
| Annual return | 18.40% | 135.16%-116.8pp | 420.54%-402.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $3,003 | $3,717-19.2% | $4,932-39.1% | $2,757+8.9% |
| Participant deferral / active EE | $6,644 | $6,652-0.1% | $8,065-17.6% | $4,300+54.5% |
| Admin fee / account holder | $45,695 | $7,953+474.5% | $12,993+251.7% | $6,925+559.8% |