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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 | $157,148 | $102,638+53.1% | $81,991+91.7% | $158,966-1.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 8.88% | 61.05%-52.2pp | 41.31%-32.4pp | 302.95%-294.1pp |
| Employer contribution / active EE | $2,906 | $3,241-10.3% | $2,498+16.3% | $4,762-39.0% |
| Participant deferral / active EE | $6,146 | $4,649+32.2% | $3,722+65.1% | $5,983+2.7% |
| Admin fee / account holder | $72,140 | $8,237+775.8% | $5,665+1173.5% | $11,250+541.2% |