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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 | $169,207 | $107,368+57.6% | $92,915+82.1% | $152,909+10.7% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 14.48% | 145.64%-131.2pp | 109.45%-95.0pp | 345.46%-331.0pp |
| Employer contribution / active EE | $1,957 | $4,222-53.7% | $3,653-46.4% | $4,764-58.9% |
| Participant deferral / active EE | $7,573 | $4,848+56.2% | $4,238+78.7% | $5,851+29.4% |
| Admin fee / account holder | $73,934 | $7,082+943.9% | $5,796+1175.7% | $11,601+537.3% |