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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 | $170,524 | $108,911+56.6% | $100,392+69.9% | $145,884+16.9% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 15.88% | 58.23%-42.3pp | 49.45%-33.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $3,451 | $4,420-21.9% | $3,941-12.5% | $4,662-26.0% |
| Participant deferral / active EE | $11,462 | $8,459+35.5% | $8,090+41.7% | $6,690+71.3% |
| Admin fee / account holder | $21,799 | $9,698+124.8% | $7,904+175.8% | $13,392+62.8% |