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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 | $164,686 | $118,877+38.5% | $96,570+70.5% | $167,536-1.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 14.81% | 50.50%-35.7pp | 37.79%-23.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $3,675 | $3,121+17.8% | $2,357+55.9% | $4,839-24.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,772 | $8,069-3.7% | $6,182+25.7% | $12,315-36.9% |