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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 | $133,219 | $72,071+84.8% | $68,368+94.9% | $137,256-2.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 14.00% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,374 | $2,788-50.7% | $2,649-48.1% | $4,156-66.9% |
| Participant deferral / active EE | $5,483 | $4,410+24.3% | $4,123+33.0% | $6,407-14.4% |
| Admin fee / account holder | $34,337 | $5,336+543.5% | $5,150+566.8% | $12,270+179.8% |