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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 | $165,503 | $124,330+33.1% | $109,173+51.6% | $167,536-1.2% |
| Participation rate | 78.9% | 79.5%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 48.28% | 26.04%+22.2pp | 25.75%+22.5pp | 478.82%-430.5pp |
| Employer contribution / active EE | $1,387 | $4,209-67.1% | $3,723-62.8% | $4,839-71.3% |
| Participant deferral / active EE | $4,036 | $5,256-23.2% | $4,654-13.3% | $6,342-36.4% |
| Admin fee / account holder | $37,365 | $7,974+368.6% | $6,755+453.1% | $12,315+203.4% |