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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 | $70,248 | $77,901-9.8% | $149,717-53.1% | $75,181-6.6% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 133.75% | 31.73%+102.0pp | 134.41%-0.7pp | 160.69%-26.9pp |
| Employer contribution / active EE | $1,064 | $3,137-66.1% | $4,820-77.9% | $2,671-60.2% |
| Participant deferral / active EE | $3,612 | $3,411+5.9% | $5,682-36.4% | $4,126-12.5% |
| Admin fee / account holder | $80,593 | $5,949+1254.7% | $13,213+510.0% | $5,650+1326.5% |