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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 | $163,856 | $81,208+101.8% | $98,920+65.6% | $79,852+105.2% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.9pp | 69.6%+13.3pp |
| Annual return | 15.65% | 60.99%-45.3pp | 196.47%-180.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,678 | $1,960-14.4% | $2,689-37.6% | $2,471-32.1% |
| Participant deferral / active EE | $4,325 | $3,265+32.5% | $4,245+1.9% | $3,740+15.6% |
| Admin fee / account holder | $46,051 | $6,013+665.9% | $6,643+593.3% | $5,306+767.9% |