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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 | $205,027 | $132,099+55.2% | $115,599+77.4% | $138,895+47.6% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.3%-0.9pp | 79.9%-6.6pp |
| Annual return | 12.53% | 176.76%-164.2pp | 111.10%-98.6pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,318 | $3,416-32.1% | $2,955-21.6% | $4,194-44.7% |
| Participant deferral / active EE | $3,304 | $5,617-41.2% | $4,889-32.4% | $6,396-48.3% |
| Admin fee / account holder | $87,114 | $15,650+456.6% | $12,841+578.4% | $12,562+593.5% |