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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 | $159,176 | $99,652+59.7% | $78,778+102.1% | $147,585+7.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 16.35% | 47.28%-30.9pp | 35.62%-19.3pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,720 | $2,796-2.7% | $1,986+37.0% | $4,876-44.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,859 | $7,155-60.0% | $5,134-44.3% | $10,886-73.7% |