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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 | $73,693 | $209,425-64.8% | $178,499-58.7% | $158,966-53.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.16% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,694 | $5,707-70.3% | $5,011-66.2% | $4,762-64.4% |
| Participant deferral / active EE | $5,002 | $5,955-16.0% | $5,202-3.9% | $5,983-16.4% |
| Admin fee / account holder | $85,341 | $17,078+399.7% | $13,986+510.2% | $11,250+658.6% |