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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 | $129,816 | $155,833-16.7% | $124,693+4.1% | $167,536-22.5% |
| Participation rate | 78.6% | 81.1%-2.5pp | 74.6%+4.0pp | 82.1%-3.5pp |
| Annual return | 13.39% | 17.98%-4.6pp | 5144.19%-5130.8pp | 478.82%-465.4pp |
| Employer contribution / active EE | $5,718 | $4,164+37.3% | $3,324+72.0% | $4,839+18.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,833 | $9,534+87.1% | $7,494+138.0% | $12,315+44.8% |