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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 | $102,429+57.1% | $147,096+9.4% | $80,925+98.9% |
| Participation rate | 75.4% | 75.9%-0.5pp | 82.2%-6.8pp | 67.7%+7.7pp |
| Annual return | 18.40% | 135.02%-116.6pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $3,003 | $3,716-19.2% | $4,936-39.2% | $2,756+8.9% |
| Participant deferral / active EE | $6,644 | $6,649-0.1% | $8,071-17.7% | $4,299+54.6% |
| Admin fee / account holder | $45,695 | $7,957+474.3% | $13,005+251.4% | $6,940+558.4% |