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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 | $177,656 | $148,623+19.5% | $135,974+30.7% | $139,466+27.4% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 17.59% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,207 | $5,246-38.9% | $4,859-34.0% | $4,754-32.5% |
| Participant deferral / active EE | $5,365 | $8,103-33.8% | $7,760-30.9% | $6,712-20.1% |
| Admin fee / account holder | $71,445 | $12,406+475.9% | $10,767+563.6% | $11,409+526.2% |