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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 | $166,720 | $99,995+66.7% | $85,063+96.0% | $145,978+14.2% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 15.27% | 83.99%-68.7pp | 66.54%-51.3pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,270 | $3,231-60.7% | $2,727-53.4% | $4,662-72.8% |
| Participant deferral / active EE | $7,489 | $5,295+41.4% | $4,523+65.6% | $6,690+11.9% |
| Admin fee / account holder | $9,897 | $7,255+36.4% | $6,155+60.8% | $13,400-26.1% |