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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 | $108,912+48.0% | $100,383+60.6% | $145,959+10.4% |
| Participation rate | 78.6% | 83.0%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 19.52% | 57.96%-38.4pp | 49.26%-29.7pp | 561.95%-542.4pp |
| Employer contribution / active EE | $3,723 | $4,423-15.8% | $3,944-5.6% | $4,661-20.1% |
| Participant deferral / active EE | $7,979 | $8,451-5.6% | $8,086-1.3% | $6,689+19.3% |
| Admin fee / account holder | $68,344 | $9,690+605.3% | $7,900+765.1% | $13,398+410.1% |