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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 | $170,013 | $99,652+70.6% | $78,778+115.8% | $147,585+15.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.55% | 47.28%-29.7pp | 35.62%-18.1pp | 578.58%-561.0pp |
| Employer contribution / active EE | $4,015 | $2,796+43.6% | $1,986+102.2% | $4,876-17.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,301 | $7,155+99.9% | $5,134+178.6% | $10,886+31.4% |