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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 | $158,874 | $102,422+55.1% | $147,117+8.0% | $80,959+96.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 27.22% | 135.16%-107.9pp | 420.54%-393.3pp | 35.67%-8.4pp |
| Employer contribution / active EE | $1,412 | $3,717-62.0% | $4,932-71.4% | $2,757-48.8% |
| Participant deferral / active EE | $5,374 | $6,652-19.2% | $8,065-33.4% | $4,300+25.0% |
| Admin fee / account holder | $20,909 | $7,953+162.9% | $12,993+60.9% | $6,925+201.9% |