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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 | $125,078 | $77,419+61.6% | $69,461+80.1% | $152,885-18.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 15.27% | 39.07%-23.8pp | 28.97%-13.7pp | 345.39%-330.1pp |
| Employer contribution / active EE | $3,783 | $3,315+14.1% | $2,779+36.1% | $4,763-20.6% |
| Participant deferral / active EE | $6,750 | $4,414+52.9% | $3,536+90.9% | $5,851+15.4% |
| Admin fee / account holder | $51,551 | $6,207+730.6% | $3,840+1242.6% | $11,598+344.5% |