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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 | $93,554 | $68,398+36.8% | $94,664-1.2% | $75,173+24.5% |
| Participation rate | 71.2% | 76.1%-4.9pp | 80.8%-9.7pp | 67.2%+4.0pp |
| Annual return | 16.99% | 616.72%-599.7pp | 156.84%-139.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,107 | $2,701-59.0% | $3,673-69.9% | $2,671-58.5% |
| Participant deferral / active EE | $5,073 | $6,537-22.4% | $7,417-31.6% | $4,126+22.9% |
| Admin fee / account holder | $16,023 | $5,324+200.9% | $7,222+121.9% | $5,651+183.6% |