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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 | $161,202 | $108,942+48.0% | $100,415+60.5% | $145,897+10.5% |
| Participation rate | 78.6% | 83.0%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 19.52% | 58.27%-38.7pp | 49.47%-29.9pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,723 | $4,422-15.8% | $3,943-5.6% | $4,663-20.2% |
| Participant deferral / active EE | $7,979 | $8,461-5.7% | $8,091-1.4% | $6,689+19.3% |
| Admin fee / account holder | $68,344 | $9,702+604.5% | $7,906+764.5% | $13,390+410.4% |