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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 | $102,429+55.1% | $147,096+8.0% | $80,925+96.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 27.22% | 135.02%-107.8pp | 419.75%-392.5pp | 35.65%-8.4pp |
| Employer contribution / active EE | $1,412 | $3,716-62.0% | $4,936-71.4% | $2,756-48.8% |
| Participant deferral / active EE | $5,374 | $6,649-19.2% | $8,071-33.4% | $4,299+25.0% |
| Admin fee / account holder | $20,909 | $7,957+162.8% | $13,005+60.8% | $6,940+201.3% |