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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 | $148,582+21.2% | $135,942+32.4% | $139,456+29.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 18.50% | 79.26%-60.8pp | 68.28%-49.8pp | 373.45%-354.9pp |
| Employer contribution / active EE | $2,561 | $5,245-51.2% | $4,858-47.3% | $4,753-46.1% |
| Participant deferral / active EE | $5,446 | $8,101-32.8% | $7,759-29.8% | $6,711-18.9% |
| Admin fee / account holder | $22,568 | $12,402+82.0% | $10,764+109.7% | $11,407+97.8% |