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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 | $180,008 | $148,623+21.1% | $135,974+32.4% | $139,466+29.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 18.50% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,561 | $5,246-51.2% | $4,859-47.3% | $4,754-46.1% |
| Participant deferral / active EE | $5,446 | $8,103-32.8% | $7,760-29.8% | $6,712-18.9% |
| Admin fee / account holder | $22,568 | $12,406+81.9% | $10,767+109.6% | $11,409+97.8% |