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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 | $168,791 | $118,869+42.0% | $96,575+74.8% | $167,518+0.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 11.57% | 50.49%-38.9pp | 37.79%-26.2pp | 478.71%-467.1pp |
| Employer contribution / active EE | $1,651 | $3,120-47.1% | $2,357-30.0% | $4,838-65.9% |
| Participant deferral / active EE | $6,992 | $4,616+51.5% | $3,849+81.7% | $6,342+10.3% |
| Admin fee / account holder | $31,963 | $8,067+296.2% | $6,182+417.0% | $12,312+159.6% |