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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 | $108,922+48.0% | $100,398+60.6% | $145,978+10.4% |
| Participation rate | 78.6% | 83.0%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 19.52% | 58.04%-38.5pp | 49.32%-29.8pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,723 | $4,426-15.9% | $3,946-5.6% | $4,662-20.1% |
| Participant deferral / active EE | $7,979 | $8,450-5.6% | $8,084-1.3% | $6,690+19.3% |
| Admin fee / account holder | $68,344 | $9,680+606.0% | $7,893+765.9% | $13,400+410.0% |