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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 | $224,529 | $160,028+40.3% | $147,080+52.7% | $145,884+53.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,027 | $5,286-61.7% | $4,933-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $7,590 | $8,422-9.9% | $8,066-5.9% | $6,690+13.5% |
| Admin fee / account holder | $132,685 | $15,030+782.8% | $12,989+921.5% | $13,392+890.8% |